Ilka Gregory is to join Truvvo Partners, a wealth management firm that works with a select group of ultra-high-net- worth families and institutions to provide Strategic Advice and Planning, Investment Management, and Direct Investments. as Head of Client Relationships. Gregory has two decades of investment management experience and a wealth of knowledge working with ultra-high-net-worth families and institutional clients.
Casey Whalen, CEO and Chief Investment Officer at Truvvo Partners, says: “Ilka embodies Truvvo’s core values or rigor, partnership, and willingness to embrace new ideas to create better outcomes for our clients. Her deep understanding of the needs of ultra-high-net-worth and family office investors will further enhance our firm’s abilities to provide exceptional and objective advice, comprehensive and sophisticated investment solutions, and unparalleled client service.”
Gregory most recently served as Principal and Senior Wealth Advissr at Bessemer Trust where she was responsible for several billion in ultra-high-net-worth, family office and institutional assets. Prior to Bessemer Trust, Gregory was Managing Director at Third Avenue Management. Previously, Gregory worked at Protégé Partners in marketing and investor relations and at Goldman Sachs as a Private Wealth Adviser, having started her career in management and technology consulting.
Gregory holds an MBA from Vanderbilt University and a BBA from Baylor University. She serves on the Executive Investment Committee for Baylor University’s USD1.3 billion endowment. She also serves as an Adviser to Ironline Partners, a real estate investment, development and management firm.