Buildings

Ryan Saidi, AIF®

Sr. Vice President, Wealth Advisor
Education and Credentials
University of Oregon
AIF®

Ryan graduated from the University of Oregon with a Bachelor’s degree in Economics, while minoring in Business. The distinct value he provides to his clients is not necessarily concentrated in neither market timing nor predicting the next area of strength, but rather the design and strategic implementation of a long-term strategy to help reach each client’s individual goals and objectives over time.

Ryan recognizes each family is unique, and utilizes prior experiences to tailor custom-fit solutions for their particular needs. His ultimate career aspiration is to build a healthy, honest, and trusting relationship with his clients that will last for generations.

During his free time Ryan enjoys Lakers basketball, and has a personal goal to visit every national park in the country.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Ryan
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Allison Garcia
Tax Administrator
Kingsley Choi
Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Andy Rosas
AI Strategy & Operations Manager
Raesa Martin
Client Service Associate
Dylan Drake
Marketing Associate
Kiras Persky
Deputy General Counsel
Samantha Orellana
Client Service Associate
Rachel Otto
Staff Accountant
Rich Winer
Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Daniel Atchinson
Junior Tax Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Jackie Stafford
Client Service Associate
Anthony Kim
Portfolio Manager
Derek Ruan
Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Joshua Fein
Controller
Kim Zajic
Chief Administrative Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Joe Fusaro
Director of Operations
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Tyler Resh
Chief Growth Officer
Robert Venezia
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Benjamin Kanter
Client Service Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Tony Walsh
Chief Operating Officer
Jordan Thatcher
Senior Tax Consultant
Teddy Weber, CPA
Tax Associate
Michael Nader, EA
Tax Associate
Michelle Nanoff
Sr. Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
Airene Williamson
Chief Legal & Compliance Officer
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Joe Mezzetta, CPA
Tax Preparation Manager
Leonard Green
Compliance Manager
Brendan Finneran
Senior Portfolio Manager
JP Tran
Client Service Associate
Aimie Lalas
Tax Administrator
Jennifer Prendergast
Tax Operations Lead
Lisa Tashtchian
Sr. Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Josh Lev
Vice President, Investment Research
Lioness Ebbay, Esq.
Director of Estate Consulting
Lucas McDonnell
Client Service Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Luke Everhart
Business Development Associate
Alejandra Guzman
Paralegal – Compliance Associate
Drew Clanton
Operations Associate
Charlotte Perkinson
HR & Talent Manager
Peter Amling, CFP®
Vice President, Wealth Advisor
Steve Racius
Associate Wealth Advisor
Myles Bozinovski
Business Development Manager
Nina Weiss
Client Service Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Richard Stucki
Senior Tax Reviewer
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Joseph Brandolino
Associate Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Wyatt Gibson
Junior Tax Associate
Cecilia Umbel
Client Service Manager
Brandon McAuslen
Portfolio Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Nicolo Gori
Client Service Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Lesny Espinoza
Tax Associate
Andrea Chandos
Senior Tax Administrator
Mike Shotton
Sr. Vice President, Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate