STEVE IRCHA
AEGIS CAPITAL CORP.
Steve Ircha serves as the Senior Managing Director at Aegis Capital Corp., a securities firm.
Multi-Year Five Star Wealth Manager (2014–2026)
Beyond Wealth Management: Steve is Your Personal CFO, Financial Coach, and Legacy Strategist.
What You Get: Forty Years of Market Mastery. The Analytical Rigor of a J.D. The Strategic Vision of Harvard Business School. Personal Wealth & Life Coaching for Leaders, Families, and Institutions.
Our Three Core Advisory Pillars
1. Executive & Family Wealth Coaching (The Personal CFO)
We help affluent families, corporate leaders, and business owners build resilient equity and institutional fixed-income portfolios (municipal and Treasury bond ladders) while coaching the next generation on stewardship, family governance, and multi-generational legacy planning.
2. Non-Profit Endowment & Legacy Giving Architecture
We partner directly with charitable boards, hospitals, schools, and cultural institutions to optimize the yield and safety of their reserve funds—while educating their top donors on establishing seamless Transfer on Death (TOD) accounts and tax-efficient appreciated asset gifts.
3. Sudden-Wealth & Elite Talent Protection
Acting as an honest, battle-tested life and financial coach for professional athletes, entertainers, and newly liquid founders. We bring the skepticism of a lawyer and the discipline of a 40-year Wall Street veteran to protect your capital.
40 Years in the Markets
Five Star Wealth Manager, 2014–2026
Juris Doctor (J.D.)
Harvard Business School (OPM)
About Us
Steve Ircha serves as the Senior Managing Director of Aegis Capital Corp., a national securities firm. Steve has been helping high net worth individual and institutional clients invest their money since June of 1986. At Aegis Capital, we clear our business through RBC Correspondent Services.
Combining 40 years of Wall Street market mastery (since 1986) with the analytical rigor of a Juris Doctor (J.D.) and the strategic vision of Harvard Business School (OPM). Steve's team guides affluent families, CEOs, non-profit endowments, and elite talent through the complexities of wealth, business, and life.
Steve graduated with a degree in International Business from New York University in 1983. In 1991, Steve graduated from Brooklyn Law School earning his JD law degree. In 2004 Steve attended the Owner/President Management Program at Harvard Business School. He completed this program in 2007. There he explored crucial business challenges from finance, marketing, and business control to more forward-looking topics such as leadership, strategy, and global markets.
A married father of five, Steve has served as an Assistant Scoutmaster with his son’s Boy Scout troop. He also chaired the Community FOS committee for the Westchester Putnam Council Boy Scouts of America. When not working or attending his children’s performances and games, Steve also enjoys watching football with his sister Suzanne and brother-in-law Woody Johnson, owner of the New York Jets football team and United States Ambassador Emeritus to the UK, Court of St. James.
We have access to a wide array of financial products to map out the right investment plan for you. This includes stocks, bonds, REITs, ETFs, mutual funds, money markets & CD’s and retirement accounts.
We clear our business through RBC Correspondent Services which offers our clients the capabilities of a large bank and the protection that they need. RBC Correspondent Services provides SIPC Insurance and Excess SIPC purchased from Lloyd’s of London.
Through a team of dedicated professionals and wealth management specialists we pride ourselves on an independent platform that allows us to design portfolios that meet your unique goals. Our boutique style, family run office will be able to take the time necessary to understand your needs and goals while priding ourselves on accessibility and developing long term relationships.
Services We Provide
Wealth Management
Aegis Capital’s financial professionals have the knowledge and the experience to understand your needs and help you reach your financial goals for any stage of your life. We work with you one on one to find solutions that fit your specific investment goals.
Fixed Income
Aegis Capital offers fixed income investments that include corporate bonds, municipal bonds, U.S. Treasury bonds, convertible bonds and certificates of deposit.
Insurance
Aegis Capital has a full-service insurance department and has partnered with major insurance companies giving our clients access to many insurance products that can help them with their income and retirement needs.
Income Investing
Our group can help design portfolios with investments designed to provide income on a regular basis.
Why Work With Us
Personalized experience
5 MAIN REASONS TO CHOOSE US
1. Personalized experience
Every portfolio is built around your goals, timeline, and family situation.
2. Independent platform
We aren't tied to proprietary products, so recommendations are based on what fits you.
3. Our investment philosophy
Disciplined, diversified, and focused on preserving capital while growing it over time.
4. Experience, skills and expertise
Four decades in the markets, backed by legal training and Harvard Business School.
5. Accessibility
You reach Steve directly, not a call center.
