Meet Sevasti Balafas 

Ms. Balafas specializes in building tailored portfolios for high-net-worth individuals, blending personalized wealth management with institutional-grade investment access typically reserved for family offices. 

Sevasti Balafas is the Founder and CEO of GoalVest Advisory, a New York City - based wealth management firm with nearly $800 million in assets under management. With more than 20 years of industry experience, she specializes in building tailored portfolios for high-net-worth individuals. 

Before launching GoalVest in 2017, Ms. Balafas managed over $4 billion in client assets at a global investment bank. She also served as a portfolio manager supporting more than 150 independent financial advisors nationwide, and over the course of her career has worked directly with more than 700 families to align their portfolios with their goals, risk appetite, tax situations, and cash-flow needs. 

Ms. Balafas founded GoalVest with a specific mission: to democratize access to sophisticated, institutional-quality investment offerings - such as venture capital and structured notes - for high-net-worth clients, without the traditional barriers of family offices. Under her direction, the firm blends personalized wealth management with robust institutional-grade investment options, challenging legacy norms in the wealth management space. 

Ms. Balafas is deeply committed to elevating financial literacy and accessibility. As a frequent contributor to Kiplinger Personal Finance and Barron's, and a recurring guest on CNBC's Worldwide Exchange, Fox Business, and Bloomberg Radio, she offers market commentary alongside financial- and estate-planning insights. 

Education 

MBA, The Wharton School, University of Pennsylvania 

BS, Quantitative Methods, Babson College 

Designations 

Chartered Financial Analyst (CFA®) 

Certified Private Wealth Advisor (CPWA®) 

Based 

New York, NY 

33 W 60th Street, Floor 2 

Clients 

Nationwide · HNW & UHNW individuals, families, and corporations