Buildings

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

Ryan Santiago
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Mike Shotton
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Jack Martin
Associate Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
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Staff Accountant
Dylan Drake
Marketing Associate
Natalie Arias
Office Manager & Administrative Assistant
Airene Williamson
Chief Legal & Compliance Officer
Steven K. Ridgeway, CPA
Tax Services Lead
Cecilia Umbel
Client Service Manager
Teddy Weber, CPA
Tax Associate
Morten Roness, MBA
Vice President, Wealth Advisor
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Joshua Fein
Controller
Lesny Espinoza, EA
Tax Associate
Stephen Fringer
Systems & Reporting Manager
Anthony Kim
Portfolio Manager
Joseph Brandolino
Associate Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Wyatt Gibson
Junior Tax Associate
Roger Lopez
Wealth Advisor
Patrick Oliver, MST, EA
Senior Tax Consultant
Enrique Vargas
Business Development
Lisa Tashtchian
Sr. Client Service Associate
Laila Bahman
Associate
Kiras Persky
Deputy General Counsel
Leonard Green
Compliance Manager
Myles Bozinovski
Business Development Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Jason Hart
Director of Operations
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Annie Heller
Associate Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Michael Gansfuss
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Kim Zajic
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Daniel Atchinson
Junior Tax Associate
Jennifer Prendergast
Tax Operations Lead
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Andrew Moss
Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Deputy CIO, Chief Private & Public Markets Officer
Alexandra Miller
Full Charge Bookkeeper
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Tyler Resh
Chief Growth Officer
Charlotte Perkinson
HR & Talent Manager
JP Tran
Client Service Associate
Wayne T. Slappy
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Sr. Vice President, Wealth Advisor
Harley Guzman
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Rina Pineda, CPA, MST
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Sr. Vice President, Wealth Advisor
Mary Berg, CPA/PFS
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Tax Administrator
Noah Barrionuevo
Associate
Peter Amling, CFP®
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