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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.

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Anthony Kim
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Zack Farooquee, AAMS®, AIF®
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Bardia Maghami
Vice President, Fund Operations
Joseph Auday, CFP®, CRPC®
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Airene Williamson
Chief Legal & Compliance Officer
Steve Racius
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Mark Koellner, CFP®, CRPC®
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Brandon McAuslen
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Tony Walsh
Chief Operating Officer
Andy Rosas
AI Strategy & Operations Manager
Daniel Atchinson
Junior Tax Associate
Rachel Otto
Staff Accountant
Lisa Tashtchian
Sr. Client Service Associate
Raesa Martin
Client Service Associate
Dylan Drake
Marketing Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Kingsley Choi
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Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Joe Fusaro
Director of Operations
Joshua Fein
Controller
Roger Lopez
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Nicolo Gori
Client Service Associate
Kim Zajic
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Aimie Lalas
Tax Administrator
Katherine Neto, AWMA®
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Rina Pineda, CPA, MST
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Justin Iskander, CFP®, CPA, MBA
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Joe Mezzetta, CPA
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Wayne T. Slappy
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Leonard Green
Compliance Manager
Kiras Persky
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Curtis Cooper
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Shelby Brennan, CPA, CFP®
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Laila Bahman
Associate
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Nina Weiss
Sr. Client Service Associate
Ceasar Garvida, CFP®, CIMA®
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Michelle Nanoff
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JP Tran
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Lesny Espinoza, EA
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Rich Winer
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Ethan Ashbrook, CFP®
Associate Wealth Advisor
Jennifer Prendergast
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Administrative Assistant
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Mike Janis
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