Buildings

Michael Gansfuss

Business Development Manager, Alpha Summit
Education and Credentials
Boston College
B.A. in History, Minor in Business

Prior to joining SteelPeak Wealth Management, Mike served as a founding Partner at Larrain Vial Distribution, partnering with boutique managed portfolio solutions in both the private and public market segments, focused on raising capital for all manager partners in the RIA and family office channels. He specializes in helping advisors and teams grow their practices by identifying tailored solutions that help strengthen their client relationships by identifying specific solutions for meeting individual client financial goals. Mike comes to SteelPeak with more than 20 years of industry experience. Prior to Larrain Vial Distribution, Mike was an initial member of the Goldman Sachs Advisor Solutions team which was Goldman’s entry into the custodial market helping RIAs with custom tailored solutions in both launching independent practices, as well as expanding their client experience. Mike started in the business as a financial advisor, he then spent time in the capital markets segment in both a capital commitment and origination capacity before transitioning into the asset management field where he has had the opportunity to help grow and establish boutique asset management shops.

Mike is a native New Yorker who now resides in both Texas and South Florida. He was a former member of the football team while at Boston College where he graduated with a BA. Mike loves spending time with his family and is an avid outdoorsman. You will find Mike diving, fishing, skiing, hunting, golfing, and playing hockey.

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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

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