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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

Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Rich Winer
Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Samantha Orellana
Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Justin Iskander, CPA
Wealth Advisor
Bardia Maghami
Fund Operations Associate
Kim Zajic
Chief Administration Officer
Steven Dymant
Director of Alternative Solutions
Leonard Green
Compliance Manager
Lioness Ebbay, Esq.
Director of Estate Consulting
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Kingsley Choi
Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Alexis Prigo
Executive Assistant
Sam Sosa, J.D.
Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Spencer Mittin
Client Service Associate
Summer Larzelere
Senior Tax Consultant
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Katherine Neto, AWMA®
Client Service Associate
Stephanie Valderrama
Administrative Assistant
Nina Weiss
Client Service Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Jordan Thatcher
Senior Tax Consultant
Derek Ruan
Associate Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Flavia Nunes
Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Nicolo Gori
Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Maddie Zakarian
Administrative Specialist
James Cordle
Senior Trader
James Cotton
Operations Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Nick Sailer
Investment Analyst
Josh Lev
Alternative Investment Associate
Lisa Tashtchian
Business Development Coordinator
Eric Hua
Portfolio Manager
Tony Walsh
Chief Operating Officer
Lexi Shaheri
Client Service Associate
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Cole Murphy
Business Development Associate
Daisy Stinson
Client Service Associate
Joseph Brandolino
Client Service Associate
Michelle Nanoff
Senior Client Service Associate
Roger Lopez
Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Joshua Fein
Controller
Brendan Finneran
Senior Portfolio Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting