Buildings

Michael Nader, EA

Tax Associate
Education and Credentials
California State University, Northridge
B.S. in Accounting
Enrolled Agent

Michael Nader is an accomplished Enrolled Agent with seven years of expertise in tax compliance and resolution, serving high net worth individuals and families. As a Tax Associate at SteelPeak, Michael specializes in navigating complex tax challenges, delivering strategic solutions that ensure compliance while optimizing financial outcomes. His proficiency in tax resolution is exemplified by successfully negotiating a $420,000 North Carolina state tax balance down to $18,000, saving his client significant resources.

Michael holds a bachelor’s degree in accounting from California State University, Northridge, and is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA). Known for his analytical precision and client-focused approach, he is dedicated to simplifying intricate tax matters and supporting clients’ long-term wealth goals. In his free time, Michael enjoys exploring nature and seeking out new destinations, embracing the novelty and tranquility of the outdoors.

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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