Our Team

Charlie Benziger

Managing Principal

Charlie is an equity owner of the firm and responsible for the firm’s overall management; in particular, its investment and portfolio management strategies. Charlie brings his institutional portfolio and risk management experience to focus on the long-term, risk-adjusted, after-tax performance of client accounts.

Charlie began his predecessor firm, Parkside Capital Advisors, in 2013 and merged it with Grubman Wealth Management in 2018 to establish Parkside Advisors.  Prior to Parkside Advisors, Charlie spent ten years as a portfolio manager and research analyst in the institutional asset management industry and eight years as an investment banker.  He was most recently with Citadel LLC on a team that managed a $1.5 billion long/short equity portfolio.  His investment banking and corporate finance experience was with Deutsche Bank and its predecessor BT Alex. Brown, and Lehman Brothers.

Charlie received his MBA in Finance and Accounting from the Kellogg School of Management at Northwestern University and his BA in English from Georgetown University.

Audrey Grubman

Managing Principal

Audrey is an equity owner of the firm and responsible for the firm’s overall management; in particular, its financial planning and tax consulting services. Audrey has over twenty years of experience in wealth management, advising clients on their investments, financial plans and tax strategies.

Audrey began her predecessor firm, Grubman Wealth Management in 1996 and merged it with Parkside Capital Advisors in 2018 to establish Parkside Advisors. Audrey’s previous professional experience includes product development and software management. In the early 1990s, she offered stock option planning to employees of PeopleSoft, an early leader in human resources, financial, and enterprise management software. Over the subsequent decades, her firm grew into a full-service firm offering clients an integrated service of financial planning, investment management and tax planning.

Audrey is a CFP® professional. She studied Physics at MIT, leaving in her senior year to pursue professional opportunities. She received her Certificate in Personal Financial Planning with Distinction from the University of California, Berkeley Extension School and is a member of the Financial Planning Association and the East Bay Estate Planning Council.

James Vidovich

Manager, Tax Planning

James is the Tax Planning Manager at Parkside Advisors where he helps clients navigate ever-changing tax laws and develop efficient tax strategies to accomplish their long-term financial objectives.

Prior to Parkside, James had a career in public accounting, and was most recently with a Silicon Valley wealth management firm advising high net worth families.

James is a licensed CPA.  He received his MS in Taxation and BBAs in Accounting and Economics from Gonzaga University.

Rael Rubin

Senior Associate, Advisor

Rael is a senior associate and financial advisor at the firm. He is focused on the financial planning, tax planning and portfolio management needs of the firm’s clients. Rael originally joined the firm in client service addressing client needs across account and portfolio operations.

Prior to Parkside Advisors, Rael worked for an investment firm working in portfolio analytics and client reporting.

Rael graduated from Washington State University and received his BS in Management, double majoring in Finance and Management Information Services.

Naomi Leung

Senior Associate, Financial Planning

Naomi is a Senior Associate at Parkside Advisors engaged in the development of financial plans and analyses for the firm’s clients.

Prior to Parkside Advisors, Naomi spent two years at State Street Corporation overseeing fund accounting in the alternative investments department.

Naomi received her BS in Finance with minors in Computer Information Systems and Global Studies from Bentley University.

Brad Stimpson

Associate, Financial Planning

Brad is an Associate at Parkside Advisors engaged in the development of financial plans and financial analyses for the firm’s clients.

Before joining Parkside Advisors, Brad interned with a wealth management firm in San Ramon, where he provided support to the firm’s advisors and financial planning team.

Brad received his BA in Economics with a specialization in finance and environmental economics from California State University, Chico.

William Lew

Associate, Client Operations

Will is a client service associate at Parkside Advisors, where he manages client administration, inquiries and needs. He joined Parkside Advisors in 2007.

Will spearheads setting up investment management accounts, distributing quarterly statements and invoices, handling clients’ money-movement requests, and maintaining client files and forms.

Jill Martin

COO & CCO

Jill has been with Parkside since 2011 and is the firm’s Chief Operating Officer and Chief Compliance Officer.  In these roles, she is responsible for both the smooth functioning of all services Parkside provides to its clients and for implementation of the firm’s strong commitment to compliance with its client fiduciary responsibilities.

Previously, she managed an office of professionals and then spent some years staying home with her children.

Jill received her JD from Boalt Hall School of Law and her BA in Sociology from UC Berkeley.

Carter Bertelsen

Associate, Investment Management

Carter is an Associate at Parkside Advisors focused on the firm’s investment management services.

Prior to joining Parkside, Carter was in operations and trading at a large Bay Area wealth management firm.

Carter received his BA in Economics from San Jose State University and is currently working on a certificate in Personal Financial Planning from UC Berkeley Extension.