Buildings

Bardia Maghami

Fund Operations Associate
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.

Other Team Members

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