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.

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
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

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