Lasting relationships. For all that matters

Kreshpane Wealth Management

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Karl Kreshpane Profile Photo

    Karl L. Kreshpane

    Managing Director–Wealth Management

    Senior Portfolio Manager

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    Karl Kreshpane was born and raised in the suburbs of Boston. He graduated from Boston College with a B.S. in Business. Karl was a four year varsity letter winner on the football team and earned first team all-conference as 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 and sports. Other hobbies he also enjoys are tree farming, making maple syrup and nettle tea.

    • Barron's Top 1,200 Financial Advisors, 2019, 2021, 2022, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Boston College, B.S. Business
    • Senior Portfolio Manager
    61 South Paramus Road
    Mack Center IV, 4th Floor
    Paramus, NJ 07652
    karl.kreshpane@ubs.com
    Karl L. Kreshpane
    61 South Paramus Road,Paramus,NJ,07652
  • Steven Syslo Profile Photo

    Steven Louis Syslo

    First Vice President–Wealth Management

    Financial Advisor

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    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.

      • Lock Haven University, B.S. Management Science
        61 South Paramus Road
        Mack Center IV, 4th Floor
        Paramus, NJ 07652
        steven.syslo@ubs.com
        Steven Louis Syslo
        61 South Paramus Road,Paramus,NJ,07652
      • Joe Haynes

        Joseph A. Haynes, CIMA, CRPS

        Senior Vice President–Wealth Management

        Senior Portfolio Manager

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        Joseph A. Haynes began his career as a security analyst at Standard & Poor’s Corporation and then Argus Research Corp. After more than 10 years as a security analyst, Mr. Haynes changed course within the financial services industry and began to develop a private client business. In 1998, Mr. Haynes joined PaineWebber/UBS and currently manages both taxable and non-taxable accounts for individuals and corporations.

        Mr. Haynes received a B.B.A. degree in accounting from the University of Notre Dame. He studied finance and investments at the New York University Graduate School of Business Administration. He holds the designation of Senior Portfolio Manager. He also has his CIMA – Certified Investment Management Analyst and CRPS – Chartered Retirement Plans Specialist designations.

        Mr. & Mrs. Haynes reside in Wyckoff and Pt. Pleasant Beach New Jersey.

        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • Senior Portfolio Manager
          61 South Paramus Road
          Mack Center IV, 4th Floor
          Paramus, NJ 07652
          joseph.haynes@ubs.com
          Joseph A. Haynes, CIMA, CRPS
          61 South Paramus Road,Paramus,NJ,07652
        • Karl Kreshpane Jr.

          Karl Kreshpane, Jr. CFP

          Financial Advisor

          CERTIFIED FINANCIAL PLANNER™

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          Karl began his wealth management career at Morgan Stanley in 2015.  There he spent 2 years on the Annuity Sales Desk where he provided insurance and annuity planning expertise as a product specialist to both clients and financial advisors.  He later transitioned to the Consulting Group Sales Desk where he spent 2 years promoting and supporting advisory platforms and products.  During his time there, he constructed and analyzed client portfolios using Mutual Funds, ETFs and Separately Managed Accounts.  Karl joined UBS in 2020 at the Wealth Advice Center as a Financial Advisor.  While at the Wealth Advice Center he helped clients attain their financial goals by providing them with wealth management solutions, financial planning and banking services.  Karl is also a CERTIFIED FINANCIAL PLANNER™ practitioner.

          Karl grew up in Mahwah, New Jersey and later graduated from Marist College in Poughkeepsie, NY with a B.S.  While at Marist, Karl was the captain of the Division I Men’s Lacrosse team where they were MAAC Champions and made NCAA Tournament appearances. 

          Outside of work, Karl enjoys traveling, sports, fishing, snowboarding, the beach and the outdoors.

           

              • CERTIFIED FINANCIAL PLANNER™
              61 South Paramus Road
              Mack Center IV, 4th Floor
              Paramus, NJ 07652
              karl.kreshpanejr@ubs.com
              Karl Kreshpane, Jr. CFP
              61 South Paramus Road,Paramus,NJ,07652
            • Linda Varon Profile Photo

              Linda Varon

              Senior Client Associate

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              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.

               

                • The State University of New York at Albany
                  61 South Paramus Road
                  Mack Center IV, 4th Floor
                  Paramus, NJ 07652
                  linda.varon@ubs.com
                  Linda Varon
                  61 South Paramus Road,Paramus,NJ,07652
                • Viviana Pardo Profile Photo

                  Viviana Pardo

                  Authorized Officer

                  Senior Wealth Strategy Associate

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                  Vivian Pardo started her wealth management career at UBS in 2013 as the Executive Team Assistant to our branch management team. In this role, Vivian assisted the leadership team across many areas of managerial, operational and administrative responsibilities to provide effective and efficient branch management support. She joined the Kreshpane Wealth Management Team in 2019 as a Wealth Strategy Associate.

                  Vivian holds FINRA Series 3,7,9,10 and 66 securities licenses. In addition, she is a New Jersey Life and Health insurance agent and a Notary Public. Vivian graduated Magna Cum Laude from Centenary University with a Bachelor of Science in Business Administration. Outside of work, she enjoys spending time with her family and friends, reading and exercising. She takes pride in her work and living her life with integrity is of the utmost importance to her. Vivian currently resides in Bergen County, New Jersey.

                        61 South Paramus Road
                        Mack Center IV, 4th Floor
                        Paramus, NJ 07652
                        viviana.pardo@ubs.com
                        Viviana Pardo
                        61 South Paramus Road,Paramus,NJ,07652
                      • Robin Ax

                        Robin Ax

                        Senior Client Associate

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                        Robin’s career started in the financial services industry in 1982 while working at Merrill Lynch. She worked on the operations side of the business for 7 years before switching over to the wealth management side. Robin’s knowledge, experience and professionalism were a perfect fit when she accepted the position working with Joseph Haynes in 1992 at Smith Barney. Robin grew up in Twp. Of Washington, NJ and graduated from Ramapo College of New Jersey with a Bachelor of Science degree in Business with a concentration in Finance. When not working Robin enjoys the outdoors and spending time with her family and friends.

                        Robin holds her Series 7 License.

                              61 South Paramus Road
                              Mack Center IV, 4th Floor
                              Paramus, NJ 07652
                              robin.ax@ubs.com
                              Robin Ax
                              61 South Paramus Road,Paramus,NJ,07652

                            A focus on personalized access and service

                            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                            Crafted wealth intelligence

                            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                            Gain additional insights into the trends shaping wealth in the US and around the world.

                            Download the report

                            A leader in wealth management

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