Ilir Leo Gjoni, CFP®

Ilir Leo Gjoni joined Capital Preservation Partners in January of 2013 as a Financial Planner. He was promoted to Vice President in December 2017 and became managing director in April of 2020. Leo is responsible for supervising all day-to-day operations of the firm. He also assists with portfolio management and administrative servicing for numerous clients. Prior to joining Capital Preservation Partners, Leo gained valuable experience at a NYC based options firm. Leo graduated from Pace University in 2010 with a BBA in finance. Leo is a Certified Financial Planner and a licensed real estate broker. Leo’s passion for investing is not limited to the financial markets, he invests in real estate and advises clients on their real estate ventures. Leo lives in Westchester, currently serves on the Board of the Bronxville Chamber of Commerce, enjoys traveling and is a member of the Classic Car Club of Manhattan.