SteelPeak Expands into Miami with Key Appointment

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SteelPeak Expands into Miami with Key Appointment
Chris Callaway joins as wealth advisor and will be integral to opening SteelPeak’s Miami office

LOS ANGELES, Calif., Feb. 6, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of StealPeak Holdings, LLC is pleased to announce today that it has expanded its presence to Miami with the appointment of Chris Callaway as a result of the firm’s recruiting and M&A efforts to attract growth-minded advisors. Chris will serve as a wealth advisor in SteelPeak’s new Miami office when it opens in the upcoming months.

With significant experience in the wealth management business and having spent time at Charles Schwab as a financial consultant, Chris knows the value of joining SteelPeak.

“We are very pleased to officially enter the Miami market and build upon the success we have already had in South Florida,” said Reza Zamani, Founder and CEO of SteelPeak. “Chris is a great fit to help lead our expansion efforts and we are excited to leverage his talents to attract new clients in this key market.”

SteelPeak received a minority investment from Emigrant Partners in 2023 to augment its growth engine by helping to facilitate M&A transactions of firms, advisory teams, and individual advisors. Since then, its pipeline for new M&A opportunities has grown steadily through a dedicated effort to attract and recruit growth-minded advisors to the firm.

This marks the second advisor to join SteelPeak in the past two weeks. Reza Zamani and other members of the SteelPeak leadership team are available for interviews upon request.

About SteelPeak Wealth:

SteelPeak Wealth (“SteelPeak”) is a registered investment advisor headquartered in Los Angeles, California with offices in Woodland Hills, Beverly Hills, Newport Beach, and Las Vegas, Nevada. Clients turn to SteelPeak for sophisticated wealth management solutions to help establish investment goals and develop custom investment portfolios. From wealth planning to estate consulting to insurance and to investment management, SteelPeak’s aim of delivering “sophisticated wealth management made simple” applies to wherever clients might be in their financial journey. The expertise and the client-centric approach taken by the SteelPeak team has led to them being named by Forbes as one of Americas Top RIA Firms, among other accolades. For more information on SteelPeak’s holistic wealth management offering, please visit: www.steelpeakwealth.com.

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