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

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