Buildings

Bardia Maghami

Vice President, Fund Operations
Education and Credentials
Book a Complimentary Consultation

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
No items found.
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.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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