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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

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