Buildings

Charlotte Perkinson

HR & Talent Manager
Education and Credentials
California Polytechnic State University, San Luis Obispo
B.S. in Business Administration, Human Resources Emphasis
SHRM-SCP

Charlotte brings over a decade of human resources experience to her role as HR & Talent Manager at SteelPeak Wealth. She leads all people-related functions, from recruitment and onboarding to employee engagement and organizational development, with a focus on building a values-driven, high-performing team.

Charlotte earned her B.S. in Business Administration with an emphasis in Human Resources from Cal Poly San Luis Obispo and holds the SHRM-SCP certification. She’s passionate about creating HR strategies that support growth while fostering a culture where team members feel supported, empowered, and aligned in their mission to serve clients.

A California native, Charlotte enjoys spending time outdoors, traveling, and reading in her free time.

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

Other Team Members

Dylan Drake
Marketing Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Derek Ruan
Wealth Advisor
Michael Nader, EA
Tax Associate
Anthony Kim
Portfolio Manager
Samantha Orellana
Client Service Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Andy Rosas
Operations Manager
Joe Mezzetta, CPA
Senior Tax Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
JP Tran
Client Service Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Nina Weiss
Client Service Associate
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Brandon McAuslen
Portfolio Manager
Aimie Lalas
Tax Administrator
Robert Venezia
Sr. Vice President, Wealth Advisor
Benjamin Kanter
Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Alexandra Miller
Full Charge Bookkeeper
Tony Walsh
Chief Operating Officer
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Airene Williamson
Chief Legal & Compliance Officer
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Raesa Martin
Client Service Associate
Nicolo Gori
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Rachel Otto
Staff Accountant
Stephanie Valderrama
Administrative Assistant
Steven K. Ridgeway, CPA
Tax Services Lead
Lesny Espinoza
Tax Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Joe Fusaro
Director of Operations
Jordan Thatcher
Senior Tax Consultant
Steven Dymant
Director of Alternative Solutions
Lisa Tashtchian
Sr. Client Service Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Joshua Fein
Controller
Katherine Neto, AWMA®
Client Service Associate
Lexi Shaheri
Client Service Associate
Luke Everhart
Business Development Associate
Kingsley Choi
Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Myles Bozinovski
Business Development Manager
James Cordle
Senior Trader
Bardia Maghami
Vice President, Fund Operations
Daniel Atchinson
Junior Tax Associate
Drew Clanton
Operations Associate
Leonard Green
Compliance Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Teddy Weber, CPA
Tax Associate
Brendan Finneran
Senior Portfolio Manager
Rich Winer
Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Alejandra Guzman
Paralegal – Compliance Associate
Cecilia Umbel
Client Service Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Steve Racius
Associate Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Josh Lev
Vice President, Investment Research
Richard Stucki
Senior Tax Reviewer
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Morten Roness, MBA
Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administration Officer
Joseph Brandolino
Associate Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Mike Janis
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Andrea Chandos
Senior Tax Administrator
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor