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.”
Eishnel Henry
Miss Henry is a successful FCCA-qualified financial professional with a history of working with medium and large complex organizations. She has 20+ years of industry experience in Investments, Reinsurance, Banking (on and Off-Shore), Hedge Funds, Financial Services for Estate Planning, Public Practice, Major Retail, Tourism, Government Services, Oil, Construction and Manufacturing.
A pragmatic leader with a proven history of directing financial, treasury, and budgetary activities to fund operations, maximize investment potential, drive business strategy, and deliver financial performance. Confident problem solver with a talent for identifying issues and opportunities and recommending solutions that align core business, revenue, and growth. Adept at optimizing financial systems and processes to maximize returns on investment, build strong control environments, and achieve organizational objectives whilst complying with recognized accounting standards. Collaborative communicator with repeated success leading cross-functional teams and building relationships to promote continuous improvement, cohesive business approaches, and enhanced profitability.
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.
