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

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