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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

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