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

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