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

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