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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

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