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.

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

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Stephen Fringer
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Christine Mueller Coley, CFP®, CDFA®
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Michael Nader, EA
Tax Associate
Daniel Atchinson
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Andrea Chandos
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Jessica Donovan, CFP®, AIF®, SE-AWMA®
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Wyatt Gibson
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Katherine Neto, AWMA®
Client Service Associate
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Steven Dymant
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Derek Ruan
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Noah Barrionuevo
Associate
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Joseph Brandolino
Associate Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Luke Anderson, SE-AWMA®
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Lisa Tashtchian
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Enrique Vargas
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Joshua Fein
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Charlotte Perkinson
HR & Talent Manager
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Wayne T. Slappy
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Airene Williamson
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Ethan Ashbrook, CFP®
Associate Wealth Advisor
Annie Heller
Associate Wealth Advisor
Dylan Drake
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Tyler Resh
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Ceasar Garvida, CFP®, CIMA®
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Jordan Peterson, CPFA®
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Patrick Oliver, MST, EA
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Josh Lev
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Aimie Lalas
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Steven K. Ridgeway, CPA
Tax Services Lead
Anthony Kim
Portfolio Manager
Ali Zamani AIF®, CFS®, CAS®
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Jack Martin
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Joe Fusaro
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Ashley Payrits
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Kingsley Choi
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Myles Bozinovski
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Maz Esmailbeigi AIF®, CFS®, CAS®
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Jackie Stafford
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Mary Berg, CPA/PFS
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Zack Farooquee, AAMS®, AIF®
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