Buildings

Derek Ruan

Associate Wealth Advisor
Education and Credentials

Derek Ruan is a dedicated financial professional with a strong background in wealth management and client service. Born in Guangdong, China and raised in Los Angeles, he is trilingual in Mandarin, Cantonese, and English—allowing him to effectively connect with a diverse client base.

He began his career at Signature Estate & Investment Advisors, where he was part of a team managing over $2 billion in assets. Now at SteelPeak Wealth, Derek continues to prioritize delivering high-quality, personalized financial strategies that align with each client’s unique goals.

Outside the office, Derek enjoys skiing in the winter and spending time with family and friends in Los Angeles’ Hancock Park neighborhood, where he resides.

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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
Derek
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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