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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

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