Buildings

Anthony Kim

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

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.

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Career Highlights
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.

Other Team Members

Kingsley Choi
Wealth Advisor
Harley Guzman
Office Manager & Junior Paralegal
Robert Venezia
Sr. Vice President, Wealth Advisor
Jason Hart
Director of Operations
Rachel Otto
Staff Accountant
Noah Barrionuevo
Associate
Michael Rashtian
Vice President, Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Tyler Resh
Chief Growth Officer
Rina Pineda, CPA, MST
Director of Tax Consulting
Joe Mezzetta, CPA
Tax Preparation Manager
Ashley Payrits
Alternative Investments Analyst
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Mary Berg, CPA/PFS
Technical Reviewer
Joshua Fein
Controller
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Brandon McAuslen
Portfolio Manager
Steven K. Ridgeway, CPA
Tax Services Lead
Michael Nader, EA
Tax Associate
Natalie Arias
Office Manager & Administrative Assistant
Katherine Neto, AWMA®
Client Service Associate
Wyatt Gibson
Junior Tax Associate
Dalia Dardoon
Associate Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Derek Ruan
Wealth Advisor
Jess Boone
Director of Client Development, SteelPeak Sports
Mike Janis
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Bradley Triana
Tax Consultant
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Andy Rosas
AI Strategy & Operations Manager
Rich Winer
Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Tony Walsh
Chief Operating Officer
Wayne T. Slappy
Wealth Advisor
Dylan Drake
Marketing Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Jack Martin
Associate Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Alexandra Miller
Full Charge Bookkeeper
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Josh Lev
Vice President, Investment Research
Joseph Brandolino
Associate Wealth Advisor
Roger Lopez
Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Aimie Lalas
Tax Administrator
James Cordle
Senior Trader
Annie Heller
Associate Wealth Advisor
Luke Everhart
Business Development Associate
Jordan Peterson, CPFA®
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Cecilia Umbel
Client Service Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Joe Fusaro
Director of Operations
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Andrew Moss
Wealth Advisor
Kim Zajic
Chief Administrative Officer
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
JP Tran
Client Service Associate
Laila Bahman
Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Myles Bozinovski
Business Development Manager
Charlotte Perkinson
HR & Talent Manager
Kiras Persky
Deputy General Counsel
Andrea Chandos
Sr. Tax Administrator
Patrick Oliver, MST, EA
Senior Tax Consultant
Enrique Vargas
Business Development
Curtis Cooper
Associate Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Michael Gansfuss
Business Development Manager, Alpha Summit
Jennifer Prendergast
Tax Operations Lead
Stephen Fringer
Systems & Reporting Manager
Daniel Atchinson
Junior Tax Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Ryan Santiago
Operations Manager
Brendan Finneran
Senior Portfolio Manager
Michelle Nanoff
Sr. Client Service Associate