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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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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

Nicolo Gori
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Michael Nader, EA
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Maz Esmailbeigi AIF®, CFS®, CAS®
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Daniel Atchinson
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Samantha Orellana
Client Service Associate
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Sr. Vice President, Wealth Advisor
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Katherine Neto, AWMA®
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Steven K. Ridgeway, CPA
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Wealth Advisor and Sr. Tax Associate
Alejandra Guzman
Paralegal – Compliance Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Lesny Espinoza
Tax Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Brandon McAuslen
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Kim Zajic
Chief Administration Officer
Steven Dymant
Director of Alternative Solutions
Raesa Martin
Client Service Associate
Nina Weiss
Client Service Associate
Cecilia Umbel
Client Service Manager
Teddy Weber, CPA
Tax Associate
Ryan Santiago
Operations Manager
Rina Pineda, CPA, MST
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Ceasar Garvida, CFP®, CIMA®
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Justin Iskander, CFP®, CPA, MBA
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Mark Koellner, CFP®, CRPC®
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Roger Lopez
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Tyler Resh
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Business Development Associate
Rich Winer
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Annie Heller
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Tony Walsh
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Brendan Finneran
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Stephanie Valderrama
Administrative Assistant
Charlotte Perkinson
HR & Talent Manager
Zack Farooquee, AAMS®, AIF®
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Andrea Chandos
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Jordan Thatcher
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Jennifer Prendergast
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Shelby Brennan, CPA, CFP®
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Lisa Tashtchian
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Wayne T. Slappy
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Senior Tax Associate
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