Buildings

Bardia Maghami

Vice President, Fund Operations
Education and Credentials

Bardia Maghami is a seasoned fund management executive specializing in the operations of alternative investment funds. He has a proven track record in managing comprehensive fund operations, including compliance, investor relations, business development, and facilitating successful capital-raising initiatives.

Bardia holds a Bachelor of Arts in Economics from UCLA and developed a strong foundation in business operations through analytical roles with major retailers and distributors. Prior to joining SteelPeak Wealth, he served as Chief Operating Officer for an emerging manager long-short equity fund.

Outside of his professional life, Bardia enjoys exercising, traveling, reading novels, analyzing films, and spending quality time with family and friends.

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

Other Team Members

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