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

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