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Sevasti Balafas
Chief Executive Officer at GoalVest Advisory LLC
Profile
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.
Sevasti Balafas active positions
Companies | Position | Start |
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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. | Chief Executive Officer | 01/03/2016 |
Former positions of Sevasti Balafas
Companies | Position | End |
---|---|---|
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. | Portfolio Manager-Equities | 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). | Portfolio Manager-Equities | 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 | - |
Training of Sevasti Balafas
Babson College | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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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