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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

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