Buildings

Anthony Kim

Portfolio Manager
Education and Credentials
St. John’s University, New York
B.S. in Finance
Book a Complimentary Consultation

Anthony Kim is a Portfolio Manager at SteelPeak Wealth. He is responsible for working with SteelPeak’s Investment Committee and Trading team on portfolio oversight, research and strategy development, and supporting the firm with investment solutions that best serve our clients.

Prior to joining SteelPeak, Anthony served as Vice President, Trading & Investments at Lido Advisors where he worked alongside a team of traders and executed equities, mutual funds, fixed income, derivatives and alternatives for a diverse client base. Before that, he worked at Morgan Stanley Wealth Management as a Client Service Associate.

Anthony earned his Bachelor of Science in Finance from St. John’s University in New York and is fluent in French and proficient in Korean. In his free time, Anthony enjoys concerts and live music, traveling to new destinations and spending time with his toddler son.

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Anthony
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

Drew Clanton
Operations Associate
Ryan Santiago
Operations Manager
Jordan Thatcher
Senior Tax Consultant
Dylan Drake
Marketing Associate
Andy Rosas
Operations Manager
Raesa Martin
Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Robert Venezia
Sr. Vice President, Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Rachel Otto
Staff Accountant
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Brandon McAuslen
Portfolio Manager
Pete Alliegro, CFA
Director of Business Development
Stephanie Valderrama
Administrative Assistant
Leonard Green
Compliance Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Charlotte Perkinson
HR & Talent Manager
Michael Rashtian
Vice President, Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Michelle Nanoff
Sr. Client Service Associate
Tyler Resh
Chief Growth Officer
Lucas McDonnell
Client Service Associate
Joe Fusaro
Director of Operations
Katherine Neto, AWMA®
Client Service Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Maddie Zakarian
Administrative Specialist
Samantha Orellana
Client Service Associate
Brendan Finneran
Senior Portfolio Manager
Alexandra Miller
Full Charge Bookkeeper
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Cecilia Umbel
Client Service Manager
James Cordle
Senior Trader
Joe Mezzetta, CPA
Senior Tax Associate
Annie Heller
Associate Wealth Advisor & Investment Analyst
Aimie Lalas
Tax Administrator
Michael Nader, EA
Tax Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Benjamin Kanter
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Steve Racius
Associate Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Josh Lev
Alternative Investment Associate
Tony Walsh
Chief Operating Officer
Steven K. Ridgeway, CPA
Tax Services Lead
Peter Amling, CFP®
Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Nina Weiss
Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Wayne T. Slappy
Wealth Advisor
JP Tran
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Joshua Fein
Controller
Nicolo Gori
Client Service Associate
Lexi Shaheri
Client Service Associate
Kim Zajic
Chief Administration Officer
Myles Bozinovski
Business Development Manager
Teddy Weber, CPA
Tax Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Steven Dymant
Director of Alternative Solutions
Lisa Tashtchian
Sr. Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Richard Stucki
Senior Tax Reviewer
Wyatt Gibson
Junior Tax Associate
Justin Iskander, CPA
Wealth Advisor
Alejandra Guzman
Paralegal – Compliance Associate