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

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