About Us
Gary Kreps
With over 30 years of experience in the investment management industry, Gary has worked with clients through both the ups and down of economic cycles. His “on the ground” investment experience as a portfolio manager provides his clients with a stabilizing focus on risk management in all of their financial endeavors. This includes asset allocation, the role of life insurance in a client’s financial portfolio as well as structuring investments to accomplish client’s long and short term goals.
Gary began his career at the World Bank as a portfolio manager specialized in the global fixed income markets. He then moved on to Putnam Investments as a Senior Global Fixed Income Portfolio Manager in charge of both mutual funds and institutional accounts including pensions, endowments and high net-worth individuals.
Subsequently, as the Global Fixed Income CIO at LGT Asset Management, Gary pioneered the introduction of Emerging Market Debt as a high-yielding growth opportunity for bond portfolios. He then co-founded a hedge fund focused on managing risk across global equity, fixed income and currency markets.
Having transitioned to the wealth advisory arena 5 years ago, Gary integrates his deep investment background with a holistic financial planning perspective to help clients navigate their financial life.
Check Gary’s background on FINRA’s BrokerCheck
Sylvia Ifrah-Kreps
With a background in the client-relationship side of a broad range of industries including insurance, hedge funds, real estate development and health care, Sylvia focuses on our client’s needs and sensitivities.
She work with clients in refining their goals. This includes household budgeting, optimizing their savings and ultimately achieving financial security through the holistic financial planning process. Her training at New York Life provides her with a comprehensive background in insurance, annuities and investment planning.
As a mother of three grown children who are starting families of their own, Sylvia understands the challenges and priorities families and individuals face at different stages in their life.
Sylvia aims to balance her clients’ current lifestyles with the need to protect their income and savings as well as reasonably fund their future.
Check Sylvia’ s background on FINRA’s BrokerCheck