Buildings

Mike Shotton

Sr. Vice President, Wealth Advisor
Education and Credentials
Stanford University

As a SteelPeak Wealth advisor, Mike Shotton possesses a genuine passion for guiding individuals towards financial success. His approach involves dedicating ample time to understand each client’s unique circumstances, aspirations, and concerns, ensuring a tailored experience. By simplifying their current financial situations and approaching long-term goals with confidence and clarity, Mike provides unwavering support to his clients.

With 20 years of experience in the financial services industry, Mike’s expertise stems from his time as Senior Vice President at Cantor Fitzgerald & Co, a prominent full-service investment banking and financial services firm specializing in real estate and alternative investments. Prior to this, he kick-started his career as a wealth advisor at Merrill Lynch in San Diego. Mike’s impressive academic background includes graduating from Stanford University.

Beyond his professional endeavors, Mike finds joy in sports, exploring new destinations through travel, and cherishing quality time with his family. Raised by a single mother, he deeply values the fundamental principles of financial management instilled in him during his upbringing. Currently residing in the vibrant West Adams neighborhood of Los Angeles, Mike, along with his wife Niki, their four-year-old son and one-year-old daughter, actively engage as contributing members of their community.

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

Other Team Members

Derek Ruan
Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Jennifer Prendergast
Tax Operations Lead
Airene Williamson
Chief Legal & Compliance Officer
Robert Venezia
Sr. Vice President, Wealth Advisor
Kiras Persky
Deputy General Counsel
Rich Winer
Vice President, Wealth Advisor
Brandon McAuslen
Portfolio Manager
Katherine Neto, AWMA®
Client Service Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Samantha Orellana
Client Service Associate
Curtis Cooper
Associate Wealth Advisor
Kim Zajic
Chief Administrative Officer
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Jess Boone
Director of Client Development, SteelPeak Sports
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Teddy Weber, CPA
Tax Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Noah Barrionuevo
Associate
Stephen Fringer
Systems & Reporting Manager
Cecilia Umbel
Client Service Manager
Enrique Vargas
Business Development
Flavia Nunes
Sr. Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Camille Reyes
Associate
Roger Lopez
Wealth Advisor
Andrew Moss
Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
Harley Guzman
Office Manager & Junior Paralegal
Brendan Finneran
Senior Portfolio Manager
Michael Gansfuss
Business Development Manager, Alpha Summit
Alexandra Miller
Full Charge Bookkeeper
Ryan Santiago
Operations Manager
Leonard Green
Compliance Manager
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Jack Martin
Associate Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Josh Lev
Vice President, Investment Research
Michael Rashtian
Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Natalie Arias
Office Manager & Administrative Assistant
Patrick Oliver, MST, EA
Senior Tax Consultant
Jackie Stafford
Sr. Client Service Associate
Myles Bozinovski
Business Development Manager
JP Tran
Client Service Associate
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Stephanie Valderrama
Administrative Assistant
Mary Berg, CPA/PFS
Technical Reviewer
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Joe Fusaro
Director of Operations
Jordan Peterson, CPFA®
Wealth Advisor
Luke Everhart
Business Development Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Lisa Tashtchian
Sr. Client Service Associate
Daniel Atchinson
Junior Tax Associate
Lesny Espinoza, EA
Tax Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Kingsley Choi
Wealth Advisor
Ashley Payrits
Alternative Investments Analyst
Tyler Resh
Chief Growth Officer
Laila Bahman
Associate
Bardia Maghami
Vice President, Fund Operations
Joshua Fein
Controller
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Jason Hart
Director of Operations
Adam Greenwald
Sr. Client Service Associate
James Cordle
Senior Trader
Lucas McDonnell
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Joseph Brandolino
Associate Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Bradley Triana
Tax Consultant
Aimie Lalas
Tax Administrator
Andrea Chandos
Sr. Tax Administrator