Experience Makes all the difference

As a Financial Advisor with more than 26 years of industry experience, I understand the most important aspect of my job is to listen to my clients. Understanding their concerns and goals helps me to provide a broad-based, holistic approach to wealth management. Along with my team, Kreshpane Wealth Management, I assess each client’s individual situation—no matter how simple or complex—and guide them toward the milestones that are most important. Because I work with clients who typically have many moving parts to their financial lives, comprehensive financial planning is my priority. I value the role of being your “go-to” Advisor and ensuring that all of your wealth management needs are addressed through one well-coordinated strategy, thus simplifying your life so you can focus on what matters most.

My team services a select number of high-net-worth individuals and small/mid-sized businesses. We give highly individualized attention to their particular needs ranging from the financial plan, multi-generational wealth transfer and legacy aspirations, to long-term care and transitional needs. I am committed to developing and maintaining relationships with my clients in order to have an intimate understanding of their financial goals. Personal communication is just as vital as providing you with the latest industry education, and we work as a partnership so you better understand not only the journey you're on, but how you're going to get there.

Karl L. Kreshpane

Managing Director - Wealth Management
Senior Portfolio Manager
201-678-2302

email   Connect with me on LinkedIn



Karl Kreshpane was born and raised in the suburbs of Boston. He graduated from Boston College with a B.S. in Business. Karl received a football scholarship and was a four year varsity letter winner and first team all-conference defensive back.

Upon graduation, he relocated to northern New Jersey. Karl joined UBS Financial Services in 2016 after spending 22 years at Morgan Stanley. He is the senior partner of Kreshpane Wealth Management that bears his name. Karl is a Managing Director – Wealth Management and also holds the designation as a Senior Portfolio Manager. His group’s mission is to guide private investors, businesses and non-profit organizations in achieving their financial goals. He helps clients to grow, preserve, protect and distribute their wealth in the most efficient manner.

Karl enjoys spending time with his family, traveling, sports, and coaching.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, PA, RI, SC, SD, TN, TX, VA, VT, WA


Steven Louis Syslo

Vice President - Wealth Management
Financial Advisor
201-678-2303

email



Steven Syslo was born and raised in Bergen County, New Jersey. He graduated with a B.S. in Management Science in 1992 from Lock Haven University in Pennsylvania. While at Lock Haven, Steven was a member of Tau Kappa Epsilon and the Rugby Club.

Steven began his career on the floor of the NYSE and has 15 years of market making experience, 10 years with Walter N. Frank Specialists and five years with Goldman Sachs. He joined UBS Financial Services in 2016 after spending nine years at Morgan Stanley. Steven focuses on diversification strategies and portfolio evaluation to ensure clients are positioned appropriately for the present and the future.

Steven enjoys spending time with his family. He also enjoys watching and participating in sporting activities including fishing.


Registered States:
AL, AZ, CT, FL, MA, MD, NC, NJ, NY, PA, TX, VA


Linda Ellen Varon

Senior Registered Client Service Associate
201-678-2305

email



With over 28 years of experience in the Financial Services Industry, Linda brings a deep working knowledge and a strong, multi-faceted approach when working with clients.  It is important for her to get to know the clients, so that she can help provide resolution when needed. Linda has a passion for delivering a level of service that exceeds client expectations. 

Linda joined UBS Financial Services in 2016 and has worked in the financial services industry since 1980. Over the years, she has worked at Merill Lynch and Morgan Stanley - and now brings her years of experience to UBS.  Additionally, she maintains her Series 7 and 66 securities licenses.

Linda grew up on Long Island, New York and graduated from The State University of New York at Albany.  Shortly after she married, she moved to Rockland County, New York, where she has lived for the past 30+ years raising her family.  Linda enjoys spending quality time with her family, watching sports, exercising and traveling.

 


Registered States:
AZ, CA, FL, MA, MI, NJ, NY, SC


Viviana P. Pardo

Authorized Officer
Wealth Strategy Associate
201-441-2261

email   Connect with me on LinkedIn




Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA


Cole Lorado Kreshpane

Intern

email   Connect with me on LinkedIn