Our firm’s Managing Principals and equity owners, Charlie Benziger and Audrey Grubman, have almost 50 years of combined experience in investment management, financial planning, tax strategy and corporate finance. The firm is focused on excellence across our service and investment offerings to best serve our clients’ ongoing needs. Today, Parkside Advisors is a full-service investment advisor with offices in Berkeley and San Francisco with over $500 million of client assets under management.
Charlie Benziger’s prior experience included ten years as a portfolio manager and analyst in the institutional asset management industry and nine years in corporate finance in the investment banking industry. Charlie brings his investment and risk management experience to drive the long-term performance of client portfolios. After many years of interacting directly with senior management at public companies as an investor, Charlie now enjoys applying his experience where it can directly benefit clients of the firm. 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 began advising executives and employees at technology companies in the 1990s with a focus on financial planning and managing stock option and other employee equity plans for tax efficiency and eventual investment diversification. 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 studied Physics at the Massachusetts Institute of Technology, leaving her senior year to pursue professional opportunities. She is a CFP® professional.
Many of our new clients are referred to us by existing clients, so it is essential that our clients are highly satisfied with our ongoing advice and service.