Buildings

Matthew Keller

Vice President, Wealth Advisor
Education and Credentials
California State University, Northridge

Matthew Keller embarked on his professional journey as an intern at Morgan Stanley before becoming the first wealth advisor hired by SteelPeak Wealth back in 2012. Matthew has been with the firm for over 10 years and now serves as Vice President. He holds an Associate Degree in Accounting and a Bachelor of Science Degree in Finance from California State University, Northridge. He also holds a Series 65 securities license in addition to his Life, Accident & Health insurance license.

Matthew earns his clients’ trust by providing unbiased advice that helps them to grow and protect their wealth for life. His focus is to provide investors with a tailored and goal-oriented road map to retirement that evolves with the changing markets and their changing lives. As a fiduciary, Matthew prides himself on putting the client’s needs first and delivering impartial guidance.

Outside of work, Matthew engages in various sports and hobbies such as basketball, softball, discgolf, golf, pickleball, hiking, and just about any outdoor activity he can find. He actively participates in charitable endeavors and focuses on giving back to his community, most notably with his volunteer work with youth sports camps.

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

Other Team Members

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