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

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