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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.

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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

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