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

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