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

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