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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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