Buildings

Chris Shelburne

Director of Corporate Development
Education and Credentials

Chris Shelburne brings 27-years of industry experience to SteelPeak, with an award-winning career that spans both advisor and senior leadership roles with leading wealth management firms. At SteelPeak, Chris is responsible for driving SteelPeak advisor acquisition and national growth initiatives.

Career accolades include:

UBS Financial Services, leadership roles.

– 7-time Directors’ Council (top 10% in branch KPIs).
– 2-time Western Region Branch Manager of the Year.
– Achieved #1 of 273 branch KPI ranking.
– Achieved #1 of 273 branch manager ranking.

Merrill Lynch, producing branch management.

– Chairman’s Council member (top 10% peer production ranking)

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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
Chris
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Joshua Fein
Controller
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Michael Rashtian
Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Justin Iskander, CPA
Investment Analyst
Mike Janis
Sr. Vice President, Wealth Advisor
Nina Weiss
Client Service Associate
Matthew Keller
Vice President, Wealth Advisor
Amalia Uribe
Human Resources Manager
Omeri Davidi
Operations Associate
Lisa Tashtchian
Business Development Coordinator
Leonard Green
Compliance Manager
Roger Lopez
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Rina Pineda, CPA, MST
Director of Tax Consulting
Nicolo Gori
Client Service Associate
Rich Winer
Vice President, Wealth Advisor
Victoria Harding
Corporate Development Analyst
Flavia Nunes
Wealth Advisor
Joseph Brandolino
Client Service Associate
Stephanie Valderrama
Administrative Assistant
Bardia Maghami
Fund Operations Associate
Spencer Mittin
Client Service Associate
Tyler Resh
Chief Growth Officer
Cecilia Escobar
Senior Client Service Associate
Nick Sailer
Investment Analyst
Alexis Prigo
Executive Assistant
Katherine Neto, AWMA®
Client Service Associate
Colin Kapp
Director of Marketing
Pete Alliegro, CFA
Director of Business Development
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Vladislav Donets
Senior Associate - Alternatives
Michelle Nanoff
Senior Client Service Associate
Steven Dymant
Director of Alternative Solutions
Summer Larzelere
Senior Tax Consultant
Lexi Shaheri
Client Service Associate
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
James Cordle
Senior Trader
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administration Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Sam Sosa
Wealth Advisor
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
James Cotton
Operations Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Billy Yeh
Director of Insurance Solutions
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Eric Chamberlain
Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor