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

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