Buildings

Michael Rashtian

Vice President, Wealth Advisor
Education and Credentials
University of Southern California, Marshall School of Business
Bachelor of Science in Business Administration

Michael Rashtian is a Wealth Advisor at SteelPeak Wealth. Michael grew up in Los Angeles, CA and graduated with a Bachelor’s Degree in Business Administration from the USC Marshall School of Business. Prior to SteelPeak, Michael began his career in a client facing role at Bank of America. He then subsequently joined City National Rochdale, a subsidiary of City National Bank, where he crafted custom investment portfolios for high-net-worth individuals, families, businesses, and foundations.

With Michael’s experience cultivating lasting relationships with clients, coupled with his background in building investment portfolios, he is able to ensure every client’s needs are met with the utmost detail and care.

When Michael is not in the office, you can find him spending time with his wife, family and friends, or on the basketball court. Michael also has a passion for other cultures, and has learned to speak 3 different languages.

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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

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