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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
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30-Minute Complimentary
Wealth Consultation
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Other Team Members

Joe Fusaro
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Jess Boone
Director of Client Development, SteelPeak Sports
Laila Bahman
Associate
Steve Racius
Associate Wealth Advisor
Rachel Otto
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Ceasar Garvida, CFP®, CIMA®
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Jennifer Prendergast
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Peter Amling, CFP®
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Dalia Dardoon
Associate Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Leonard Green
Compliance Manager
Allison Garcia
Tax Administrator
Rina Pineda, CPA, MST
Director of Tax Consulting
Luke Everhart
Business Development Associate
Jason Hart
Director of Operations
Jackie Stafford
Sr. Client Service Associate
Michelle Nanoff
Sr. Client Service Associate
Joseph Brandolino
Associate Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Curtis Cooper
Associate Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Michael Rashtian
Vice President, Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Michael Nader, EA
Tax Associate
Myles Bozinovski
Business Development Manager
Lucas McDonnell
Client Service Associate
Stephanie Valderrama
Administrative Assistant
Bardia Maghami
Vice President, Fund Operations
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Andrea Chandos
Senior Tax Administrator
Kim Zajic
Chief Administrative Officer
Katherine Neto, AWMA®
Client Service Associate
Nicolo Gori
Client Service Associate
Kiras Persky
Deputy General Counsel
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
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Vice President, Investment Research
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Ryan Santiago
Operations Manager
Cecilia Umbel
Client Service Manager
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Samantha Orellana
Client Service Associate
Flavia Nunes
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Annie Heller
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Wyatt Gibson
Junior Tax Associate
Rich Winer
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Jordan Peterson, CPFA®
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Robert Venezia
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Steven Dymant
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Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Stacy Borek, CFP®
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Alexandra Miller
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Joshua Fein
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Dylan Drake
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Andy Rosas
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Derek Ruan
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Jordan Thatcher
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Nina Weiss
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Lisa Tashtchian
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James Cordle
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