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.

Other Team Members

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