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

Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Cecilia Umbel
Client Service Manager
Jordan Thatcher
Senior Tax Consultant
Luke Everhart
Business Development Associate
Joseph Brandolino
Associate Wealth Advisor
Steve Racius
Associate Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administrative Officer
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Andy Rosas
AI Strategy & Operations Manager
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Lisa Tashtchian
Sr. Client Service Associate
Annie Heller
Associate Wealth Advisor & Investment Analyst
Josh Lev
Vice President, Investment Research
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Lesny Espinoza, EA
Tax Associate
Airene Williamson
Chief Legal & Compliance Officer
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Jess Boone
Director of Client Development, SteelPeak Sports
Aimie Lalas
Tax Administrator
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
James Cordle
Senior Trader
Flavia Nunes
Sr. Vice President, Wealth Advisor
Kiras Persky
Deputy General Counsel
Steven K. Ridgeway, CPA
Tax Services Lead
Katherine Neto, AWMA®
Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Nicolo Gori
Client Service Associate
Ryan Santiago
Operations Manager
Joe Mezzetta, CPA
Tax Preparation Manager
Jackie Stafford
Client Service Associate
Teddy Weber, CPA
Tax Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Joe Fusaro
Director of Operations
Anthony Kim
Portfolio Manager
Daniel Atchinson
Junior Tax Associate
Michelle Nanoff
Sr. Client Service Associate
Andrew Moss
Wealth Advisor
Raesa Martin
Client Service Associate
Rachel Otto
Staff Accountant
Rich Winer
Vice President, Wealth Advisor
Allison Garcia
Tax Administrator
Michael Nader, EA
Tax Associate
Alejandra Guzman
Paralegal – Compliance Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Lucas McDonnell
Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Kingsley Choi
Wealth Advisor
JP Tran
Client Service Associate
Myles Bozinovski
Business Development Manager
Nina Weiss
Client Service Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Peter Amling, CFP®
Vice President, Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Leonard Green
Compliance Manager
Dylan Drake
Marketing Associate
Charlotte Perkinson
HR & Talent Manager
Michael Rashtian
Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Robert Venezia
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Mike Janis
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Alexandra Miller
Full Charge Bookkeeper
Samantha Orellana
Client Service Associate
Roger Lopez
Wealth Advisor
Derek Ruan
Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Bardia Maghami
Vice President, Fund Operations