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

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