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

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