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

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