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

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