Buildings

Ryan Santiago

Operations Manager
Education and Credentials
University of California, Berkeley
B.A. in Economics

Ryan Santiago is an Operations Manager at SteelPeak Wealth. Prior to joining SteelPeak, Ryan served as Vice President and Investment Operations Manager at City National Securities, where he led a team supporting wealth management operations and implemented technology enhancements. Previously, he held roles at Apex Fintech Solutions, Wedbush Securities, and other broker-dealers, managing margin, transfers, and operational functions across trading, clearing, and client servicing teams.

Ryan holds a B.A. in Economics from the University of California, Berkeley, and has held multiple FINRA licenses.

In his spare time, Ryan plays in several fantasy football leagues, travels to Northern California to spend time with friends and family and attending sporting events

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

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