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

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