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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

Alexandra Miller
Full Charge Bookkeeper
Samantha Orellana
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Jess Boone
Director of Client Development, SteelPeak Sports
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Josh Lev
Vice President, Investment Research
Lioness Ebbay, Esq.
Director of Estate Consulting
Peter Amling, CFP®
Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Teddy Weber, CPA
Tax Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Camille Reyes
Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Kim Zajic
Chief Administrative Officer
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Robert Venezia
Sr. Vice President, Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Tony Walsh
Chief Operating Officer
Stephanie Valderrama
Administrative Assistant
Jack Martin
Associate Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Brendan Finneran
Senior Portfolio Manager
Steven K. Ridgeway, CPA
Tax Services Lead
Charlotte Perkinson
HR & Talent Manager
Brandon McAuslen
Portfolio Manager
Patrick Oliver, MST, EA
Senior Tax Consultant
Katherine Neto, AWMA®
Client Service Associate
JP Tran
Client Service Associate
Cecilia Umbel
Client Service Manager
Joe Fusaro
Director of Operations
Joshua Fein
Controller
Rachel Otto
Staff Accountant
Mike Shotton
Sr. Vice President, Wealth Advisor
Andrew Moss
Wealth Advisor
Bradley Triana
Tax Consultant
James Cordle
Senior Trader
Myles Bozinovski
Business Development Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Michael Nader, EA
Tax Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Bardia Maghami
Vice President, Fund Operations
Lisa Tashtchian
Sr. Client Service Associate
Lesny Espinoza, EA
Tax Associate
Anthony Kim
Portfolio Manager
Stephen Fringer
Systems & Reporting Manager
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Daniel Atchinson
Junior Tax Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Jennifer Prendergast
Tax Operations Lead
Jordan Peterson, CPFA®
Wealth Advisor
Laila Bahman
Associate
Jordan Thatcher
Senior Tax Consultant
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Dylan Drake
Marketing Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Curtis Cooper
Associate Wealth Advisor
Noah Barrionuevo
Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Derek Ruan
Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Ryan Santiago
Operations Manager
Enrique Vargas
Business Development
Airene Williamson
Chief Legal & Compliance Officer
Rich Winer
Vice President, Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
Michael Gansfuss
Business Development Manager, Alpha Summit
Harley Guzman
Office Manager & Junior Paralegal
Leonard Green
Compliance Manager
Lucas McDonnell
Client Service Associate
Michelle Nanoff
Sr. Client Service Associate
Joseph Brandolino
Associate Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Jason Hart
Director of Operations
Roger Lopez
Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Andrea Chandos
Sr. Tax Administrator
Dalia Dardoon
Associate Wealth Advisor
Tyler Resh
Chief Growth Officer
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Adam Greenwald
Sr. Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor