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Michelle Nanoff

Sr. Client Service Associate
Education and Credentials

Michelle began her professional career in the financial industry in 2012, specializing in Client Services. Her background includes business administration, client servicing within account operations, and financial planning preparation. Prior to joining SteelPeak Wealth, Michelle worked at JSF Financial for 9 years in various roles ranging from executive assistant, account operations associate, and financial planning associate. She earned her Bachelor of Arts in Psychology from California State University, Fullerton in 2016.

Outside of the office, Michelle enjoys spending time with her family and two dogs. She enjoys new cooking recipes, visiting gardens and nurseries, indoor gardening, and collecting exotic tropical house plants.

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

Other Team Members

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