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

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