Sevasti Balafas
Amministratore Delegato presso GoalVest Advisory LLC
Profilo
Ms. Sevasti Balafas, CFA MBA, is a Chief Executive Officer & Founder at GoalVest Advisory LLC.
Ms. Balafas was previously employed as a Director & Senior Portfolio Manager by City National Rochdale LLC, a Portfolio Manager by Rochdale Investment Management LLC, a Principal by Lehman Brothers, Inc., and by Standard Chartered Bank (Los Angeles Branch).
She received her BS with a Quantitative Methods focus from Babson College and an MBA from The Wharton School of the University of Pennsylvania.
Posizioni attive di Sevasti Balafas
Società | Posizione | Inizio |
---|---|---|
GoalVest Advisory LLC
GoalVest Advisory LLC Investment ManagersFinance GoalVest Advisory LLC (GVA) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Sevasti Balafas in 2016. GVA provides wealth solutions for both ultra-high net worth and high net worth families. | Amministratore Delegato | 01/03/2016 |
Precedenti posizioni note di Sevasti Balafas
Società | Posizione | Fine |
---|---|---|
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Gestore di Portafoglio-Azioni | 01/12/2016 |
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Gestore di Portafoglio-Azioni | 31/08/2013 |
Standard Chartered Bank (Los Angeles Branch)
Standard Chartered Bank (Los Angeles Branch) Regional BanksFinance Part of Standard Chartered Plc, Standard Chartered Bank (Los Angeles Branch) is a company based in Los Angeles, CA. | Corporate Officer/Principal | - |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
Formazione di Sevasti Balafas
Babson College | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
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Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Finance |
Standard Chartered Bank (Los Angeles Branch)
Standard Chartered Bank (Los Angeles Branch) Regional BanksFinance Part of Standard Chartered Plc, Standard Chartered Bank (Los Angeles Branch) is a company based in Los Angeles, CA. | Finance |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Finance |
GoalVest Advisory LLC
GoalVest Advisory LLC Investment ManagersFinance GoalVest Advisory LLC (GVA) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Sevasti Balafas in 2016. GVA provides wealth solutions for both ultra-high net worth and high net worth families. | Finance |
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