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

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