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Anthony Kim

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

Stephanie Valderrama
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Shelby Brennan, CPA, CFP®
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Rachel Otto
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Airene Williamson
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Sam Sosa, J.D.
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Morten Roness, MBA
Vice President, Wealth Advisor
Robert Venezia
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Jordan Thatcher
Senior Tax Consultant
Andy Rosas
AI Strategy & Operations Manager
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Brandon McAuslen
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Joe Mezzetta, CPA
Tax Preparation Manager
Richard Stucki
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Teddy Weber, CPA
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Chief Growth Officer
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
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Katherine Neto, AWMA®
Client Service Associate
Nicolo Gori
Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Rina Pineda, CPA, MST
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Wayne T. Slappy
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Ceasar Garvida, CFP®, CIMA®
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Benjamin Kanter
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Ryan Saidi, AIF®
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Joe Fusaro
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Kingsley Choi
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Joshua Fein
Controller
Nina Weiss
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Andrew H. Jacobson
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Leonard Green
Compliance Manager
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Samantha Orellana
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