Buildings

Tyler Resh

Chief Growth Officer
Education and Credentials

Tyler Resh is the Chief Growth Officer of SteelPeak Wealth and is based out of the Newport Beach office. In his role, Tyler oversees all aspects of business development, marketing, and growth strategies. With an emphasis on both organic and inorganic growth, SteelPeak Wealth has set itself apart in the industry as one of the leading registered investment advisory firms in the nation.

Tyler has spent close to two decades working in — and advising to — the independent RIA space. He most recently was with First Foundation Inc. where he oversaw marketing, business development, public relations, investor relations, communications, and branding for its three core lines of business: private wealth management, banking, and trust services. In this role, he provided sales and marketing strategies to over 60 advice-providing professionals, including approximately 15 financial advisors, 30 retail bankers, and over 15 lenders and deposit bankers. His business development initiatives included organic growth, growth via centers of influence (COIs), growth via custodian referral networks (Schwab and TD Ameritrade), and growth via acquisitions. Tyler developed a digital content marketing program that advisors and bankers used to distribute valuable insights about the markets and the economy, as well as education on life events–such as buying a new home, preparing for retirement, etc.–to thousands of clients and prospects via videos, website, blogs, webinars, in-person events, email, and social media. The programs he implemented included the ability for advisors and bankers to nurture leads through systematic touch-points to qualify and close. During his eight-year tenure, he supported the expansion of the company into new geographic markets within Hawaii, Florida, Texas, Nevada, and California.

Prior to First Foundation Inc., Tyler was a founding member of ECHELON Partners, a leading investment bank focused on the wealth management industry. It was through this experience that Tyler gained an appreciation for what drives value in wealth management firms. He was involved with approximately 100 transactions and consulting assignments and conducted valuations on many of the nation’s top RIAs, seeing first-hand the practices of elite firms. Tyler has been a speaker at industry events where he has shared his future-forward thoughts about the growth and development of RIAs.

Tyler began his career as a management consultant at a boutique strategy consultancy in Downtown Los Angeles as well as with a nationwide, multi-diversified consultancy focused on Fortune 500 companies. He holds a bachelor’s degree from UCLA in International Economics with coursework in finance, accounting, and computer programming. Tyler enjoys spending time outdoors, surfing and mountain biking, as well as coaching youth soccer. He is involved in the local community and has recently served as a board member for Laguna Niguel Youth Soccer Association.

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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
Tyler
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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