Associate Wealth Advisor
Anthony Kim is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions to help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Anthony earned a B.S. in Finance from the Peter J. Tobin College of Business at St. John’s University in New York. He began his career at Morgan Stanley in the Private Wealth Management division, and then moved to his hometown of Los Angeles where he spent five and a half years at Lido Advisors, LLC in various roles, most recently as an analyst on the Investments & Trading team. Outside of the office, Anthony enjoys exploring new cities, trying different foods & restaurants, and spending quality time with his toddler son.