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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

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