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

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