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Brandon McAuslen

Portfolio Manager
Education and Credentials
Seattle University

Brandon McAuslen is a Portfolio Manager at SteelPeak Wealth. He is responsible for working with SteelPeak's Trading team and Investment Committee to develop and execute portfolio strategies, research new opportunities, and support the firm's investment process across multiple asset classes.

Prior to joining SteelPeak, Brandon served as a Portfolio Administrator at Coldstream Wealth Management, where he managed multi-asset portfolios and executed trades across equities, derivatives, fixed income, commodities, and alternatives. Before that, he worked at Freestone Capital as a Trader, executing client and firm-wide investment strategies.

In his free time, Brandon enjoys golf, traveling, and exploring LA’s food scene.

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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
Brandon
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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