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

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