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Anthony Kim

Portfolio Manager
Education and Credentials
St. John’s University, New York
B.S. in Finance
Book a Complimentary Consultation

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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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.
30-Minute Complimentary
Wealth Consultation
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Charlotte Perkinson
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Rachel Otto
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Rina Pineda, CPA, MST
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Lisa Tashtchian
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Luke Anderson, SE-AWMA®
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Samantha Orellana
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Teddy Weber, CPA
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Steven Dymant
Director of Alternative Solutions
Bardia Maghami
Vice President, Fund Operations
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Senior Tax Administrator
Airene Williamson
Chief Legal & Compliance Officer
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Paralegal – Compliance Associate
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Daniel Atchinson
Junior Tax Associate
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Sr. Vice President, Wealth Advisor
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Stacy Borek, CFP®
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