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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
Book a Complimentary Consultation

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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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.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

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