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

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