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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

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