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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

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