Buildings

Michael Gansfuss

Business Development Manager, Alpha Summit
Education and Credentials
Boston College
B.A. in History, Minor in Business

Prior to joining SteelPeak Wealth Management, Mike served as a founding Partner at Larrain Vial Distribution, partnering with boutique managed portfolio solutions in both the private and public market segments, focused on raising capital for all manager partners in the RIA and family office channels. He specializes in helping advisors and teams grow their practices by identifying tailored solutions that help strengthen their client relationships by identifying specific solutions for meeting individual client financial goals. Mike comes to SteelPeak with more than 20 years of industry experience. Prior to Larrain Vial Distribution, Mike was an initial member of the Goldman Sachs Advisor Solutions team which was Goldman’s entry into the custodial market helping RIAs with custom tailored solutions in both launching independent practices, as well as expanding their client experience. Mike started in the business as a financial advisor, he then spent time in the capital markets segment in both a capital commitment and origination capacity before transitioning into the asset management field where he has had the opportunity to help grow and establish boutique asset management shops.

Mike is a native New Yorker who now resides in both Texas and South Florida. He was a former member of the football team while at Boston College where he graduated with a BA. Mike loves spending time with his family and is an avid outdoorsman. You will find Mike diving, fishing, skiing, hunting, golfing, and playing hockey.

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

Other Team Members

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