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.

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Steve Racius
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Nicolo Gori
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Morten Roness, MBA
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Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Katherine Neto, AWMA®
Client Service Associate
Stephanie Valderrama
Administrative Assistant
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
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Rina Pineda, CPA, MST
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Staff Accountant
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Luke Anderson, SE-AWMA®
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Alexandra Miller
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Samantha Orellana
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Michael Nader, EA
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Sam Sosa, J.D.
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Peter Amling, CFP®
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Tyler Resh
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Lioness Ebbay, Esq.
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