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

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