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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

Nicolo Gori
Client Service Associate
Lexi Shaheri
Client Service Associate
Chris Shelburne
Director of Corporate Development
Teddy Weber, CPA
Tax Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Justin Iskander, CPA
Investment Analyst
Steven Dymant
Director of Alternative Solutions
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Nick Sailer
Investment Analyst
Joseph Brandolino
Client Service Associate
Stephanie Valderrama
Administrative Assistant
Katherine Neto, AWMA®
Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Billy Yeh
Director of Insurance Solutions
Maddie Zakarian
Administrative Specialist
Rich Winer
Vice President, Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administration Officer
Wayne T. Slappy
Wealth Advisor
Roger Lopez
Wealth Advisor
Eric Chamberlain
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Alexis Prigo
Executive Assistant
Jordan Thatcher
Senior Tax Consultant
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Sam Sosa
Wealth Advisor
Flavia Nunes
Wealth Advisor
Leonard Green
Compliance Manager
Summer Larzelere
Senior Tax Consultant
Michelle Nanoff
Senior Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Joshua Fein
Controller
Cecilia Escobar
Senior Client Service Associate
Pete Alliegro, CFA
Director of Business Development
Robert Venezia
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Spencer Mittin
Client Service Associate
Daisy Stinson
Client Service Associate
Matthew Keller
Vice President, Wealth Advisor
Victoria Harding
Corporate Development Analyst
Cole Murphy
Business Development Associate
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
James Cotton
Operations Associate
Amalia Uribe
Human Resources Manager
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Colin Kapp
Director of Marketing
Bardia Maghami
Fund Operations Associate
Tony Walsh
Chief Operating Officer
Michael Rashtian
Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Omeri Davidi
Operations Associate
Nina Weiss
Client Service Associate
Lisa Tashtchian
Business Development Coordinator
Tyler Resh
Chief Growth Officer
Brendan Finneran
Senior Portfolio Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO