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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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