Buildings

Michael Rashtian

Vice President, Wealth Advisor
Education and Credentials
University of Southern California

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 with 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 fiancé, 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

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