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.

Daniel Leong

Manager, Tax Planning

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

Senior Associate, Investment Management

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.

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.

Natalie Belyea

Associate, Financial Planning

Natalie is an Associate at Parkside Advisors working with the financial planning team delivering comprehensive analyses and financial plans for the firm’s clients.

Previously, Natalie spent three years at a family office and high net-worth wealth management firm in Orange County, starting as an intern and joining full time after graduation.

Natalie received her BS in Management cum laude from Tulane University on a merit scholarship, double majoring in Finance and Marketing.

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.

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

Amanda Campos

Associate, Client Operations

Amanda is a client service associate at Parkside Advisors, where she handles client administration, inquiries and needs. She joined Parkside Advisors in 2019.

Amanda has over a decade of professional experience in consumer banking and finance, most recently with JP Morgan Chase. Amanda is responsible for maintaining client files, setting up investment management accounts, providing notary services and handling client money movement requests.