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

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