Buildings

Chris Shelburne

Director of Corporate Development
Education and Credentials

Chris Shelburne brings 27-years of industry experience to SteelPeak, with an award-winning career that spans both advisor and senior leadership roles with leading wealth management firms. At SteelPeak, Chris is responsible for driving SteelPeak advisor acquisition and national growth initiatives.

Career accolades include:

UBS Financial Services, leadership roles.

– 7-time Directors’ Council (top 10% in branch KPIs).
– 2-time Western Region Branch Manager of the Year.
– Achieved #1 of 273 branch KPI ranking.
– Achieved #1 of 273 branch manager ranking.

Merrill Lynch, producing branch management.

– Chairman’s Council member (top 10% peer production ranking)

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

Other Team Members

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