Buildings

Michael Rashtian

Vice President, Wealth Advisor
Education and Credentials
University of Southern California

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 with 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 fiancé, 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

Mark Koellner, CFP®, CRPC®
Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Steven Dymant
Director of Alternative Solutions
Robert Venezia
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Mike Shotton
Sr. Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Andrea Chandos
Senior Tax Administrator
Joshua Fein
Controller
Sam Sosa, J.D.
Wealth Advisor
Raesa Martin
Client Service Associate
Justin Iskander, CPA
Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Jordan Thatcher
Senior Tax Consultant
Rina Pineda, CPA, MST
Director of Tax Consulting
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Nicolo Gori
Client Service Associate
Joseph Brandolino
Associate Wealth Advisor
Leonard Green
Compliance Manager
Katherine Neto, AWMA®
Client Service Associate
Andy Rosas
Operations Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Lisa Tashtchian
Senior Client Service Associate
Cecilia Escobar
Senior Client Service Associate
Joe Mezzetta, CPA
Senior Tax Associate
Brendan Finneran
Senior Portfolio Manager
Wayne T. Slappy
Wealth Advisor
Airene Williamson
Chief Legal Officer
Lexi Shaheri
Client Service Associate
Roger Lopez
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Peter Amling, CFP®
Wealth Advisor
Michael Nader, EA
Tax Associate
Teddy Weber, CPA
Tax Associate
Charlotte Perkinson
HR & Talent Manager
Nina Weiss
Client Service Associate
Maddie Zakarian
Administrative Specialist
Luke Everhart
Business Development Associate
Stacy Borek, CFP®
Senior Tax Associate
Ryan Santiago
Operations Manager
Dylan Drake
Marketing Associate
Benjamin Kanter
Client Service Associate
Tyler Resh
Chief Growth Officer
Drew Clanton
Operations Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Annie Heller
Client Service Associate
Samantha Orellana
Client Service Associate
Steve Racius
Associate Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Brandon McAuslen
Portfolio Manager
Jennifer Prendergast
Tax Operations Lead
James Cordle
Senior Trader
Josh Lev
Alternative Investment Associate
Michelle Nanoff
Senior Client Service Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Bardia Maghami
Fund Operations Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Kingsley Choi
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Derek Ruan
Associate Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administration Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Lucas McDonnell
Client Service Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Flavia Nunes
Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
JP Tran
Client Service Associate
Joe Fusaro
Director of Operations
Aimie Lalas
Tax Administrator
Rachel Otto
Staff Accountant
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Stephanie Valderrama
Administrative Assistant