Charlie Benziger, MBA

• Advisor, Managing Director
• 415.978.1231
• charlie.benziger@northrockpartners.com

Charlie serves his clients as their trusted financial advisor, offering comprehensive guidance across all aspects of their financial lives. Charlie excels at distilling financial complexity into clear, actionable strategies, fostering trust and empowering clients to make confident, informed decisions. He helps navigate crucial financial planning needs, from retirement strategies and wealth accumulation to estate planning. His expertise also extends to tax planning, where he identifies tax-efficient opportunities and strategies to minimize liabilities.

With deep experience in institutional portfolio management and risk management, he brings a disciplined approach that emphasizes long-term, risk-adjusted, and after-tax returns to help clients grow and preserve wealth in line with their unique goals, values, and time horizons.

NorthRock Partners acquired Charlie's firm, Parkside Advisors LLC, in 2025 where he was an owner and Managing Principal for over a decade. His prior career experience included ten years as a portfolio manager and research analyst at institutional asset managers, including Citadel LLC and SAC Capital. He also spent eight years prior to that in investment banking and corporate finance with Deutsche Bank and Lehman Brothers.

Professional Designations and Associations