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

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