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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

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