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Nick Sailer

Investment Analyst
Education and Credentials

Nick Sailer is an Investment Analyst at SteelPeak Wealth, based in the Beverly Hills office. Nick was born and raised in Burbank, CA and graduated from Curry College with a Bachelor’s degree in Communications. During his time in college, he was a dedicated member of the soccer team, where he honed valuable skills such as leadership, determination, and perseverance.

In his role at SteelPeak Wealth, Nick works closely with Mike Shotton, Vice President and Wealth Advisor, to cultivate strong relationships with financial consultants and provide personalized guidance to clients. He is committed to delivering tailored financial strategies to help clients achieve their individual financial objectives.

Outside of his professional commitments, Nick continues to play soccer at a competitive level. He also enjoys staying active through working out, hiking, skiing, and spending quality time with his family and friends.

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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
Nick
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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