Buildings

Mike Shotton

Sr. Vice President, Wealth Advisor
Education and Credentials
Stanford University

As a SteelPeak Wealth advisor, Mike Shotton possesses a genuine passion for guiding individuals towards financial success. His approach involves dedicating ample time to understand each client’s unique circumstances, aspirations, and concerns, ensuring a tailored experience. By simplifying their current financial situations and approaching long-term goals with confidence and clarity, Mike provides unwavering support to his clients.

With 20 years of experience in the financial services industry, Mike’s expertise stems from his time as Senior Vice President at Cantor Fitzgerald & Co, a prominent full-service investment banking and financial services firm specializing in real estate and alternative investments. Prior to this, he kick-started his career as a wealth advisor at Merrill Lynch in San Diego. Mike’s impressive academic background includes graduating from Stanford University.

Beyond his professional endeavors, Mike finds joy in sports, exploring new destinations through travel, and cherishing quality time with his family. Raised by a single mother, he deeply values the fundamental principles of financial management instilled in him during his upbringing. Currently residing in the vibrant West Adams neighborhood of Los Angeles, Mike, along with his wife Niki, their four-year-old son and one-year-old daughter, actively engage as contributing members of their community.

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

Other Team Members

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