As a seasoned wealth management leader, Mr. Kim brings nearly two decades of expertise across portfolio management, financial planning, M&A, and business development. He has advised clients through complex transactions and major liquidity events, with a specialized focus on exit planning and legacy strategy.
Before joining Manhattan West, Mr. Kim was a Senior Advisor and Portfolio Manager at a boutique wealth management firm in Newport Beach, where he advised a select group of corporate executives, business owners, and ultra–high-net-worth families. Previously, he served as a Senior Equity Analyst for legendary investor Mario Gabelli at Gabelli Funds, where his research and insights were regularly featured by CNBC, Bloomberg, Schwab/TD Network, and MarketWatch.
Earlier in his career, Mr. Kim helped drive M&A and business development at Focus Financial Partners—the largest strategic investor of independent wealth management firms in the country—and worked in M&A advisory representing private equity firms, hedge funds, and corporate acquirers. He began his career at Fisher Investments, gaining foundational experience in wealth management.
Mr. Kim earned a Bachelor of Arts in International Relations from the University of Southern California and a Master of Business Administration from Columbia Business School. Away from work, he is a devoted husband and father, often found coaching his children’s sports teams or pursuing his passion for health and fitness.
