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

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