Buildings

Derek Ruan

Associate Wealth Advisor
Education and Credentials

Derek Ruan is a dedicated financial professional with a strong background in wealth management and client service. Born in Guangdong, China and raised in Los Angeles, he is trilingual in Mandarin, Cantonese, and English—allowing him to effectively connect with a diverse client base.

He began his career at Signature Estate & Investment Advisors, where he was part of a team managing over $2 billion in assets. Now at SteelPeak Wealth, Derek continues to prioritize delivering high-quality, personalized financial strategies that align with each client’s unique goals.

Outside the office, Derek enjoys skiing in the winter and spending time with family and friends in Los Angeles’ Hancock Park neighborhood, where he resides.

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

Other Team Members

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