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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

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