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

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