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

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