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

Rich Winer
Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Teddy Weber, CPA
Tax Associate
Leonard Green
Compliance Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Maddie Zakarian
Administrative Specialist
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Colin Kapp
Director of Marketing
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
James Cotton
Operations Associate
Pete Alliegro, CFA
Director of Business Development
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Omeri Davidi
Operations Associate
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Matthew Keller
Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Sam Sosa
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Lisa Tashtchian
Business Development Coordinator
Joshua Fein
Controller
Cecilia Escobar
Senior Client Service Associate
Victoria Harding
Corporate Development Analyst
Lexi Shaheri
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Brendan Finneran
Senior Portfolio Manager
Tony Walsh
Chief Operating Officer
Spencer Mittin
Client Service Associate
Tyler Resh
Chief Growth Officer
Summer Larzelere
Senior Tax Consultant
Michael Rashtian
Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Stephanie Valderrama
Administrative Assistant
Luke Anderson, AWMA®
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Airene Williamson
Chief Legal Officer
Ceasar Garvida, CFP®, CIMA®
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Lioness Ebbay, Esq.
Director of Estate Consulting
Andrew H. Jacobson
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Cole Murphy
Business Development Associate
Mike Janis
Sr. Vice President, Wealth Advisor
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Alexis Prigo
Executive Assistant
Chris Shelburne
Director of Corporate Development
Amalia Uribe
Human Resources Manager
Daisy Stinson
Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Joseph Brandolino
Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Justin Iskander, CPA
Investment Analyst
James Cordle
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Nina Weiss
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Nicolo Gori
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Jordan Thatcher
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Roger Lopez
Wealth Advisor
Billy Yeh
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Flavia Nunes
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Nick Sailer
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Katherine Neto, AWMA®
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