FOUNDERS
Gary Kreps
DEEP INVESTMENT EXPERIENCE WITH A LONG TERM PERSPECTIVE
I have worked with clients through both the ups and down of economic cycles. My “on the ground” investment experience as a portfolio manager provides clients with a stabilizing focus on risk management in all of their financial endeavors.
I began my career at the World Bank as a portfolio manager specialized in the global fixed income markets.
Having pioneered the introduction of Emerging Market Debt as the Global Fixed Income CIO at LGT Asset Management, I then co-founded a hedge fund focused on managing risk across global equity, fixed income and currency markets for high net worth individuals and institutions.
I transitioned to the wealth advisory arena over five years ago joining Prudential Advisors and then Merrill Lynch Wealth Management.
By integrating my investment background with a holistic financial planning perspective, I helped clients navigate their financial life.
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Sylvia Ifrah-Kreps
DIVERSIFIED CAREER IN CLIENT RELATIONSHIPS AND MARKETING
My background in the client-relationship side of a broad range of industries including insurance, hedge funds, real estate development and health care, provides me with an understanding of our clients’ needs and aspirations.
I work with clients in refining their goals. This includes household budgeting, optimizing their savings and ultimately achieving financial security through our holistic financial planning process.
My training at New York Life has provided my with a comprehensive background in insurance, annuities and investment planning.
As a mother of three grown children who have started families of their own, I understand the challenges and priorities families and individuals face at different stages in their life.
I aim to balance our clients’ current lifestyles with the need to protect their income and savings as well as reasonably fund their future.
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