EPISODE · Feb 27, 2025 · 15 MIN
Breaking Glass Ceilings, From Wharton to Wall St, How Sevasti Balafas Built a Female-Led RIA
from Smart Money Circle · host Adam Sarhan
Breaking Glass Ceilings, From Wharton to Wall St, How Sevasti Balafas Built a Female-Led RIAGuestSevasti Balafas, Founder/CEO of GoalVest AdvisoryWebsite https://www.goalvestadvisory.comAUM $630MBioSevasti Balafas, is CEO of GoalVest (AUM: $630M+), a female-led boutique wealth advisory firm dedicated to providing personalized portfolio management services tailored to high-net-worth clients. As a fee-only, SEC-registered investment advisor, they build innovative and institutional-caliber portfolios for clients, corporations, and financial advisors. Recently ranked by USA Today as one of the “Best Financial Advisory Firms” in the country, GoalVest Advisory empowers clients to achieve their financial goals through personalized attention, unbiased advice, and seasoned guidance.In Q4 2024, GoalVest launched a $50 million Venture Growth Fund specifically designed for RIAs and their clients. The fund provides RIAs access to “blue-chip” venture-backed companies, such as AI, SaaS, climate tech, and fintech firms— opportunities historically reserved for large institutional investors.
What this episode covers
Breaking Glass Ceilings, From Wharton to Wall St, How Sevasti Balafas Built a Female-Led RIAGuestSevasti Balafas, Founder/CEO of GoalVest AdvisoryWebsite https://www.goalvestadvisory.comAUM $630MBioSevasti Balafas, is CEO of GoalVest (AUM: $630M+), a female-led boutique wealth advisory firm dedicated to providing personalized portfolio management services tailored to high-net-worth clients. As a fee-only, SEC-registered investment advisor, they build innovative and institutional-caliber portfolios for clients, corporations, and financial advisors. Recently ranked by USA Today as one of the “Best Financial Advisory Firms” in the country, GoalVest Advisory empowers clients to achieve their financial goals through personalized attention, unbiased advice, and seasoned guidance.In Q4 2024, GoalVest launched a $50 million Venture Growth Fund specifically designed for RIAs and their clients. The fund provides RIAs access to “blue-chip” venture-backed companies, such as AI, SaaS, climate tech, and fintech firms— opportunities historically reserved for large institutional investors.
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Breaking Glass Ceilings, From Wharton to Wall St, How Sevasti Balafas Built a Female-Led RIA
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