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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

Wyatt Gibson
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Bardia Maghami
Vice President, Fund Operations
Luke Everhart
Business Development Associate
Cecilia Umbel
Client Service Manager
Andrea Chandos
Senior Tax Administrator
Andy Rosas
AI Strategy & Operations Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Peter Amling, CFP®
Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Stephanie Valderrama
Administrative Assistant
Aimie Lalas
Tax Administrator
Joe Mezzetta, CPA
Tax Preparation Manager
Teddy Weber, CPA
Tax Associate
Wayne T. Slappy
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Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Andrew Moss
Wealth Advisor
Joe Fusaro
Director of Operations
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Allison Garcia
Tax Administrator
Jennifer Prendergast
Tax Operations Lead
Joshua Fein
Controller
Charlotte Perkinson
HR & Talent Manager
Leonard Green
Compliance Manager
Tony Walsh
Chief Operating Officer
Samantha Orellana
Client Service Associate
Rich Winer
Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
James Cordle
Senior Trader
Steve Racius
Associate Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Flavia Nunes
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Roger Lopez
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Ryan Santiago
Operations Manager
Jordan Thatcher
Senior Tax Consultant
Jess Boone
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Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Richard Stucki
Senior Tax Reviewer
Mike Janis
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Sam Sosa, J.D.
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Anthony Kim
Portfolio Manager
Steven Dymant
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Mark Koellner, CFP®, CRPC®
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Christine Mueller Coley, CFP®, CDFA®
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Lucas McDonnell
Client Service Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Lesny Espinoza
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Dylan Drake
Marketing Associate
Kim Zajic
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Shelby Brennan, CPA, CFP®
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Tyler Resh
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Katherine Neto, AWMA®
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Luke Anderson, SE-AWMA®
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Jackie Stafford
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Kingsley Choi
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Michelle Nanoff
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Nina Weiss
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Raesa Martin
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Joseph Auday, CFP®, CRPC®
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