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

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