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.

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
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

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