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

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