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.

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

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