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

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