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

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