Buildings

Ryan Santiago

Operations Manager
Education and Credentials
University of California, Berkeley
B.A. in Economics

Ryan Santiago is an Operations Manager at SteelPeak Wealth. Prior to joining SteelPeak, Ryan served as Vice President and Investment Operations Manager at City National Securities, where he led a team supporting wealth management operations and implemented technology enhancements. Previously, he held roles at Apex Fintech Solutions, Wedbush Securities, and other broker-dealers, managing margin, transfers, and operational functions across trading, clearing, and client servicing teams.

Ryan holds a B.A. in Economics from the University of California, Berkeley, and has held multiple FINRA licenses.

In his spare time, Ryan plays in several fantasy football leagues, travels to Northern California to spend time with friends and family and attending sporting events

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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