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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

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