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

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