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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Ethan Ashbrook, CFP®
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Andrew Moss
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Charlotte Perkinson
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Lesny Espinoza, EA
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Michelle Nanoff
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Bradley Triana
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Associate Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
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Morten Roness, MBA
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Lioness Ebbay, Esq.
Director of Estate Consulting
Michael Nader, EA
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Brandon McAuslen
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Airene Williamson
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Samantha Orellana
Client Service Associate
Stephen Fringer
Systems & Reporting Manager
Sam Sosa, J.D.
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
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Rina Pineda, CPA, MST
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Justin Iskander, CFP®, CPA, MBA
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Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
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Michael Rashtian
Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Aimie Lalas
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Jennifer Prendergast
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Lisa Tashtchian
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Wyatt Gibson
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Joe Fusaro
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Robert Venezia
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Jason Hart
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Myles Bozinovski
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Patrick Oliver, MST, EA
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Wayne T. Slappy
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Shelby Brennan, CPA, CFP®
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Christine Mueller Coley, CFP®, CDFA®
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Bardia Maghami
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Flavia Nunes
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Tyler Resh
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Camille Reyes
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Staff Accountant
Mary Berg, CPA/PFS
Technical Reviewer
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Harley Guzman
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Natalie Arias
Office Manager & Administrative Assistant
Jackie Stafford
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Tax Associate
Kim Zajic
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Andy Rosas
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Noah Barrionuevo
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Steven K. Ridgeway, CPA
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Andrea Chandos
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