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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

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