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Michael Shotton

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Michael Shotton

Wealth Advisor | SteelPeak Wealth

Los Angeles, California, United States

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Michael Shotton

Summary

Michael Shotton is a seasoned Wealth Advisor at SteelPeak Wealth, specializing in financial and wealth planning for affluent families in Los Angeles. With over 17 years of experience, he has a robust background in the financial services and alternative investment sectors. Michael's career trajectory includes significant roles at Cantor Fitzgerald & Co., where he served as Senior Vice President, and Realty Capital Securities, where he held various sales and business development positions. A Stanford University alumnus, he possesses a strong educational foundation in sociology, which complements his financial expertise. His professional journey is marked by a commitment to enhancing clients' understanding of their financial landscapes. Michael is also known for his engaging presentation skills, having hosted over 100 speaking engagements in the financial services arena. He holds multiple FINRA licenses and the CAIA Fundamentals in Alternatives designation, showcasing his dedication to continuous professional development.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Michael Shotton

Work Experience

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Wealth Advisor at

SteelPeak Wealth

May 2023 - Present

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Vice President and Sales Desk Manager at

Cantor Fitzgerald

January 2016 - Present

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Senior Vice President at

Cantor Fitzgerald

July 2017 - May 2023

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Sales Desk Manager at

Realty Capital Securities LLC

June 2014 - January 2016

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New Business Development at

Realty Capital Securities LLC

January 2013 - January 2016

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External Wholesaler - RIA Channel at

Realty Capital Securities LLC

March 2011 - January 2013

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Junior External Wholesaler - Independent B/D Channel at

Realty Capital Securities LLC

May 2010 - March 2011

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Senior Internal Wholesaler at

Realty Capital Securities LLC

October 2009 - May 2010

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Financial Advisor at

Merrill Lynch/Wfc/L. Inc.

June 2006 - May 2009

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Michael Shotton

Education

Stanford University, Bachelor Of Arts (B.A.)

January 2002 - January 2006

Francis W. Parker School

January 1998 - January 2002

Frequently Asked Questions about Michael Shotton

What is Michael Shotton email address?

Michael Shotton's primary email address is ***************@spwm.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Michael Shotton work for?

Michael Shotton is a Wealth Advisor at SteelPeak Wealth, a company specializing in Functions related to depository banking.

Where Michael Shotton graduated from?

Michael Shotton holds a degree in Sociology from Stanford University.

How can I directly contact Michael Shotton?

To contact Michael Shotton directly, you can use the email address ***************@spwm.com. Complete contact information is available upon registration with Muraena.

Who is Michael Shotton?

Michael Shotton is a seasoned Wealth Advisor at SteelPeak Wealth, specializing in financial and wealth planning for affluent families in Los Angeles. With over 17 years of experience, he has a robust background in the financial services and alternative investment sectors. Michael's career trajectory includes significant roles at Cantor Fitzgerald & Co., where he served as Senior Vice President, and Realty Capital Securities, where he held various sales and business development positions. A Stanford University alumnus, he possesses a strong educational foundation in sociology, which complements his financial expertise. His professional journey is marked by a commitment to enhancing clients' understanding of their financial landscapes. Michael is also known for his engaging presentation skills, having hosted over 100 speaking engagements in the financial services arena. He holds multiple FINRA licenses and the CAIA Fundamentals in Alternatives designation, showcasing his dedication to continuous professional development.

Michael`s contact details

mail

***************@spwm.com

***************@cantor.com

********@rcsecurities.com

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