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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

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