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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

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