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Anthony Kim

Portfolio Manager
Education and Credentials
St. John’s University, New York
B.S. in Finance
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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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Anthony
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Other Team Members

Cecilia Umbel
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Peter Amling, CFP®
Vice President, Wealth Advisor
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Founding Partner, CFO
Myles Bozinovski
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Lucas McDonnell
Client Service Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Ryan Santiago
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Nicolo Gori
Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
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Jordan Thatcher
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Brendan Finneran
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Michael Rashtian
Vice President, Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Stephanie Valderrama
Administrative Assistant
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Steven Dymant
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Josh Lev
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Michael Nader, EA
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Joshua Fein
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Samantha Orellana
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Ryan Saidi, AIF®
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Michelle Nanoff
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Joseph Auday, CFP®, CRPC®
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Alexandra Miller
Full Charge Bookkeeper
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Tax Operations Lead
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Staff Accountant
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Ceasar Garvida, CFP®, CIMA®
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Justin Iskander, CFP®, CPA, MBA
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