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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

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