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.

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

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