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Kiras Persky

Deputy General Counsel
Education and Credentials
Bentley University, Western State College of Law
B.S. in Finance, Juris Doctor
Securities Industry Essentials (SIE)

Kiras Persky is the Deputy General Counsel at SteelPeak Wealth, where he supports the firm’s legal and regulatory functions across a broad range of corporate, transactional, and compliance matters. In his role, Kiras works closely with leadership on strategic initiatives, contract negotiation, risk management, and ongoing regulatory obligations as the firm continues to grow.

Kiras brings a unique blend of legal and financial experience to his practice. He earned his Bachelor of Science in Finance, from Bentley University, where he developed a strong foundation in valuation, financial markets, and business operations. He later earned his Juris Doctor from Western State College of Law in Irvine, California, with a focus on corporate transactions, securities regulation, and business law.

Prior to joining SteelPeak Wealth, Kiras gained experience in both litigation and transactional environments, advising on matters involving business disputes, regulatory compliance, and corporate transactions. His background includes work in mergers and acquisitions, private equity and venture capital transactions, and securities law, including familiarity with the Securities Act of 1933 and the Securities Exchange Act of 1934.

Kiras is admitted to practice law in the State of California. In addition, he has successfully passed the Securities Industry Essentials (SIE) examination, further reflecting his commitment to integrating legal and financial expertise.

Outside of his professional work, Kiras enjoys staying active through golf, tennis, and pickleball, as well as traveling.

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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
Kiras
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Joe Fusaro
Director of Operations
Tony Walsh
Chief Operating Officer
Joshua Fein
Controller
Katherine Neto, AWMA®
Client Service Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Andrea Chandos
Senior Tax Administrator
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Michael Nader, EA
Tax Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Steven K. Ridgeway, CPA
Tax Services Lead
Steven Dymant
Director of Alternative Solutions
Rich Winer
Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Nina Weiss
Client Service Associate
Cecilia Umbel
Client Service Manager
Lisa Tashtchian
Sr. Client Service Associate
Leonard Green
Compliance Manager
Airene Williamson
Chief Legal & Compliance Officer
Brandon McAuslen
Portfolio Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Drew Clanton
Operations Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Steve Racius
Associate Wealth Advisor
Richard Stucki
Senior Tax Reviewer
Nicolo Gori
Client Service Associate
Allison Garcia
Tax Administrator
Lucas McDonnell
Client Service Associate
Jackie Stafford
Client Service Associate
Lesny Espinoza
Tax Associate
Bardia Maghami
Vice President, Fund Operations
Jennifer Prendergast
Tax Operations Lead
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Kingsley Choi
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Samantha Orellana
Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Flavia Nunes
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Derek Ruan
Wealth Advisor
Josh Lev
Vice President, Investment Research
Benjamin Kanter
Client Service Associate
Raesa Martin
Client Service Associate
Alejandra Guzman
Paralegal – Compliance Associate
Anthony Kim
Portfolio Manager
Teddy Weber, CPA
Tax Associate
Kim Zajic
Chief Administrative Officer
Charlotte Perkinson
HR & Talent Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Joe Mezzetta, CPA
Tax Preparation Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Jordan Thatcher
Senior Tax Consultant
Brendan Finneran
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Myles Bozinovski
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Andrew H. Jacobson
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Roger Lopez
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Daniel Atchinson
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Sam Sosa, J.D.
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Joseph Auday, CFP®, CRPC®
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Michelle Nanoff
Sr. Client Service Associate
Michael Rashtian
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Ceasar Garvida, CFP®, CIMA®
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Luke Anderson, SE-AWMA®
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JP Tran
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Andy Rosas
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Wyatt Gibson
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Dylan Drake
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Zack Farooquee, AAMS®, AIF®
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Rina Pineda, CPA, MST
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Shelby Brennan, CPA, CFP®
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