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

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