Buildings

Tyler Resh

Chief Growth Officer
Education and Credentials

Tyler Resh is the Chief Growth Officer of SteelPeak Wealth and is based out of the Newport Beach office. In his role, Tyler oversees all aspects of business development, marketing, and growth strategies. With an emphasis on both organic and inorganic growth, SteelPeak Wealth has set itself apart in the industry as one of the leading registered investment advisory firms in the nation.

Tyler has spent close to two decades working in — and advising to — the independent RIA space. He most recently was with First Foundation Inc. where he oversaw marketing, business development, public relations, investor relations, communications, and branding for its three core lines of business: private wealth management, banking, and trust services. In this role, he provided sales and marketing strategies to over 60 advice-providing professionals, including approximately 15 financial advisors, 30 retail bankers, and over 15 lenders and deposit bankers. His business development initiatives included organic growth, growth via centers of influence (COIs), growth via custodian referral networks (Schwab and TD Ameritrade), and growth via acquisitions. Tyler developed a digital content marketing program that advisors and bankers used to distribute valuable insights about the markets and the economy, as well as education on life events–such as buying a new home, preparing for retirement, etc.–to thousands of clients and prospects via videos, website, blogs, webinars, in-person events, email, and social media. The programs he implemented included the ability for advisors and bankers to nurture leads through systematic touch-points to qualify and close. During his eight-year tenure, he supported the expansion of the company into new geographic markets within Hawaii, Florida, Texas, Nevada, and California.

Prior to First Foundation Inc., Tyler was a founding member of ECHELON Partners, a leading investment bank focused on the wealth management industry. It was through this experience that Tyler gained an appreciation for what drives value in wealth management firms. He was involved with approximately 100 transactions and consulting assignments and conducted valuations on many of the nation’s top RIAs, seeing first-hand the practices of elite firms. Tyler has been a speaker at industry events where he has shared his future-forward thoughts about the growth and development of RIAs.

Tyler began his career as a management consultant at a boutique strategy consultancy in Downtown Los Angeles as well as with a nationwide, multi-diversified consultancy focused on Fortune 500 companies. He holds a bachelor’s degree from UCLA in International Economics with coursework in finance, accounting, and computer programming. Tyler enjoys spending time outdoors, surfing and mountain biking, as well as coaching youth soccer. He is involved in the local community and has recently served as a board member for Laguna Niguel Youth Soccer Association.

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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
Tyler
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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