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Ovadya A

Series 63, Series 65

New York, NY

Asset Preservation Advisors, LLC

Ovadya Aryeh is a financial advisor at Asset Preservation Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse Securities (USA) LLC for 14 years before joining Asset Preservation Advisors. He has been with Asset Preservation Advisors since 2024 and recently worked with iM Global US Distributors, LLC. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, offering active fixed-income strategies focused on tax-exempt and taxable municipal bonds. The firm manages over $11 billion in discretionary assets with a concentrated municipal-only approach and integrates ESG criteria through its Positive Impact Tax-Exempt Strategy.

ESG / Sustainable investing
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Ergen B

Series 65

New York, NY

Asset Preservation Advisors, LLC

Ergen Banja is a financial advisor at Asset Preservation Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Asset Preservation Advisors, he worked at Smith Affiliated Capital Corp. for one year and was a full-time student for eight years. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, as well as providing sub-advisory services to municipal bond mutual funds and wrap programs. The firm focuses exclusively on municipal bond portfolios, employing active fixed-income strategies that emphasize income and capital preservation.

ESG / Sustainable investing
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