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Ryan Saidi, AIF®

Sr. Vice President, Wealth Advisor
Education and Credentials
University of Oregon
AIF®

Ryan graduated from the University of Oregon with a Bachelor’s degree in Economics, while minoring in Business. The distinct value he provides to his clients is not necessarily concentrated in neither market timing nor predicting the next area of strength, but rather the design and strategic implementation of a long-term strategy to help reach each client’s individual goals and objectives over time.

Ryan recognizes each family is unique, and utilizes prior experiences to tailor custom-fit solutions for their particular needs. His ultimate career aspiration is to build a healthy, honest, and trusting relationship with his clients that will last for generations.

During his free time Ryan enjoys Lakers basketball, and has a personal goal to visit every national park in the country.

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

Other Team Members

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