Our Team

We draw on a wide range of skills and backgrounds to meet the high standards of success we set for ourselves. This cognitive diversity and shared purpose create a close-knit team that is united in tackling complex challenges, going the extra mile, and charting a different course together.

Every day, our people are empowered to do things differently and bring fresh, innovative thinking to each undertaking.

Dave Svec

Besides serving as a Manager within the General Partnership of iPG Real Estate LP, David Svec has over eighteen years of experience in strategic planning with an emphasis on asset protection and capitalization. He has a proven history of providing financial structuring for companies and high-net individuals. In previous roles, he has provided oversight to execute a success plan for clients by coordinating attorneys, banks, lenders, government agencies, and tax planning professionals. 

As a former Covey Trainer while serving as a Supervisory Principal at a large broker/dealer, Dave Svec realizes and agrees with Steven Covey that “Effective leadership is putting first things first. Effective management is discipline, carrying it out.”

Lena Marshall

Lena Marshall creates, implements & monitors our customer relationship management (CRM) program designed to build trust, confidence, and goodwill with our clients & prospects. As our Client Relations Manager, she understands our client’s needs and articulates the company’s ability to meet the client’s needs with our products or services. Lena often has critical responsibilities in client acquisition, satisfaction, and retention.

For several years, Lena has been an analyst and serving crucial support functions with Emmes BioPharma, ICON, and Sarasota County. Lena has a Bachelor of Science in Business Management from the University of South Florida. She is also fluent in Russian and German.

Partners

Richie May & Co.

NAV Fund Administration Group

Thank you for your interest!

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