SEVASTI BALAFAS CFA, CPWA®646-995-5427
Sevasti has personally advised on over $4 billion in assets and has worked directly and successfully with over 700 families to align their investment portfolios with their goals, risk appetite, tax situation and cash flow needs. She has over 14 years financial services work experience and has made recommendations and implemented solutions for both ultra high net worth and high net worth families.
Sevasti listens first, understands your situation, offers solutions tailored to you and implements. Feedback on what clients like most is that she makes them feel confident when they are overwhelmed and speaks in language they understand.
Sevasti grew up in Boston, has two sisters, a loving husband and is the daughter of two Greek immigrants. If you've seen the movie, "My Big Fat Greek Wedding", you'll have a very good sense of her upbringing. (If you haven't seen the movie, watch it for a good laugh).
Sevasti moved to New York City less than two months before the 9/11 tragedy. Barely settled in, she had plenty of reasons to move back home. She stayed for one - to train with the best on Wall Street with the goal of one day building her own wealth advisory practice. This pursuit came to life with GoalVest Advisory.
Prior work experience and credentials include:
Senior Portfolio Manager at City National Rochdale
Vice President at Lehman Brothers
MBA from Wharton at the University of Pennsylvania
BS with a Quantitative Methods focus from Babson College
Chartered Financial Analyst (CFA)
Certified Private Wealth Advisor (CPWA®)
The CFA credential is the most respected and recognized investment management designation in the world. The designation requires 1,000 hours of intense study, three 6-hour exams and four years of work experience. Only one in five candidates become a CFA charterholder.