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

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