GoalVest Advisory Information
Contact top employees from
GoalVest Advisory
Summary
The company currently specializes in the Financial Services area. To connect with GoalVest Advisory employee register on SignalHire.
Organization Website | goalvestadvisory.com |
Social Links |    |
Industries | |
Headquarters Location | 4 World Trade Center, New York, NY, 10007 US |
Employees Size | 1-10 employees |
Specialties | Investment Management, Cash Flow Maximization, Goal Setting, Tax Minimization, Performance Analytics, Risk Mgmt Guidance, Pre IPO Growth Fund, Structured Yield Notes, Quality High Dividend Equity, Asset Allocation, Consolidated Reporting |
Founded | 2017 |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at GoalVest Advisory shows a diverse range of experience levels:
10% have been with the company for less than 1 year30% for 1–2 years50% for 3–4 years10% for 5–7 yearsContact top employees from
GoalVest Advisory
K
Katharine Pritsos
CCO & COO
S
Sevasti Balafas
CEO & Founder
A
Ashwini Patil
Head of Trading & Portfolio Analysis
D
David Abella
Director
B
Blair Cohen
Managing Partner & Chief Investment Officer - GoalVest Venture Capital
J
Jasmine Tiamfook
Client Services and Operations Analyst
B
Braden DeForge
Wealth Management Associate
C
Chen Li
Investment Research
N
Nicholas Tannuzzo
Finance Intern
A
Andrew Michelson
Incoming 2026 Summer Analyst
H
Harry Martin
Senior Investment Consultant
O
Omar Almashal
Trading Execution Analyst
B
Brooke Long
Client Services Associate
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FAQ
GoalVest Advisory operates in the Finance industries. More details can be found on the official website: goalvestadvisory.com.
The headquarters of GoalVest Advisory are located in New York, United States.
GoalVest Advisory currently employs 1-10 people.
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