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

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