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, CFP®

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.

Dillon McGill, CFP®

Senior Associate

Dillon is a financial advisor at the firm and oversees the firm’s development and production of financial plans. His passion is listening to clients as they share their life experiences and learning what they care about most so he can better help them achieve their objectives.

Prior to Parkside Advisors, Dillon was a member of the operations team for an independent advisory firm where he developed and implemented retirement projections for clients, assisting with tax return preparation, and other critical functions such as trading and reporting.

Dillon is a CFP® professional. Dillon received his BS in Kinesiology from California Polytechnic State University, San Luis Obispo and holds professional certificates in both Personal Financial Planning and Accounting from the University of California Santa Barbara’s University Extension. He is a member of the Financial Planning Association.

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.

Daniel Leong

Manager

Dan manages the firm’s tax compliance and planning department, which proactively looks for opportunities to minimize client tax liabilities in concert with our financial advisors.

Prior to Parkside Advisors, Dan worked at boutique accounting and tax preparation firms, where he focused on tax compliance for high net-worth individuals, small businesses, and trusts and estates.

Dan earned his undergraduate degree from the University of California at San Diego and has completed graduate course work in taxation at Golden Gate University.

Mike Metra

Associate

Mike is a client service associate at the firm and manages the firm’s trading operations.

He brings over ten years of experience in financial services. Prior to Parkside Advisors, Mike worked as a client service manager at a registered investment advisor in the East Bay and at LPL Financial in the cash control and margin departments in San Diego.

Mike received his BS in Management Science with a minor in Psychology from the University of California at San Diego.  He holds the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning.

William Lew

Associate

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, maintaining client files and processing tax returns and other tax forms.

Naomi Leung

Associate

Naomi is a client service associate at Parkside Advisors, where she manages client administration, inquiries and needs.

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.