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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

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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

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Mike Janis
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Kim Zajic
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Luke Everhart
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Nina Weiss
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JP Tran
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Aimie Lalas
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Bardia Maghami
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Founding Partner, CIO
Teddy Weber, CPA
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Daniel Atchinson
Junior Tax Associate
Jackie Stafford
Client Service Associate
Mark Koellner, CFP®, CRPC®
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Michael Nader, EA
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Cecilia Umbel
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Brandon McAuslen
Portfolio Manager
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
James Cordle
Senior Trader
Ceasar Garvida, CFP®, CIMA®
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Nicolo Gori
Client Service Associate
Samantha Orellana
Client Service Associate
Justin Iskander, CFP®, CPA, MBA
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Lisa Tashtchian
Sr. Client Service Associate
Kingsley Choi
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Drew Clanton
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Joshua Fein
Controller
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Katherine Neto, AWMA®
Client Service Associate
Kiras Persky
Deputy General Counsel
Steven Dymant
Director of Alternative Solutions
Andrew H. Jacobson
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Airene Williamson
Chief Legal & Compliance Officer
Rachel Otto
Staff Accountant
Allison Garcia
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Josh Lev
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Steve Racius
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Peter Amling, CFP®
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Sam Sosa, J.D.
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Raesa Martin
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
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Stephanie Valderrama
Administrative Assistant
Steven K. Ridgeway, CPA
Tax Services Lead
Jennifer Prendergast
Tax Operations Lead
Shelby Brennan, CPA, CFP®
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Zack Farooquee, AAMS®, AIF®
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