Buildings

Michael Rashtian

Vice President, Wealth Advisor
Education and Credentials
University of Southern California, Marshall School of Business
Bachelor of Science in Business Administration

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 in 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 wife, 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

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