Where is Goalvest Venture located?

Goalvest Venture is headquartered in New York, US.

Goalvest Venture

Family officeActively deploying

New York · 8 people tracked

Also known as GoalVest · GOALVEST ADVISORY LLC

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2,123 people in our graph share verified history with the Goalvest Venture team — schools, employers, funds. One of them is your warm intro.

David Phuunlockedknows Blair Cohen · together at PwC (overlapped)

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Investment thesis

GoalVest Advisory was founded to democratize access to sophisticated, institutional-quality investment offerings — including venture capital and structured notes — for high-net-worth clients, without the traditional barriers of family offices. As a fee-only, SEC-registered fiduciary, the firm builds individualized, institutional-caliber portfolios and pairs personalized wealth management with tax mitigation, estate planning, and financial life planning. It serves individuals, corporations, and financial advisors nationwide.

Invests inNew York New York City United States

Source: firm website, verified Sep 15, 2026.

New York, US

Instruments

Equity

Founded

2017

AUM

$777.6M

Team · 8 people

from the firm's website & public directories

Sevasti Balafas· CEO and Founder· New York

Founder and CEO of GoalVest Advisory, holding CFA and CPWA designations; she established the firm to bring exclusive investment opportunities and tailored services to high-net-worth clients.

Yadh Yaich· General Partner

Blair Cohen· Head of Private Investments· New York City Metropolitan Areain

Blair Cohen is Managing Partner and Chief Investment Officer at GoalVest Venture Capital, focusing on investments in technology and consumer companies. Earlier in his career, he worked in investment banking at Mizuho advising on M&A transactions in the consumer and retail sectors, in equity research at Guggenheim, and in valuations analysis at EY. He also co-founded and leads a dessert CPG brand with national distribution across major US grocery retail chains.

Ashwini Patil· Head of Trading· Greater Bostonin

Braden Deforge· Wealth Management Associate· New York, New York, United Statesin

Brooke Long· Client Service Associate· New York, New York, United Statesin

Chen Li· Investment Research Associate· San Francisco, California, United Statesin

Chen Li works in investment research at GoalVest Advisory, where the role also involves portfolio management and participation in the investment committee. Li's experience includes investment research and portfolio management, with skills in Python and backtesting. Li holds a Master's degree in Financial Mathematics from Syracuse University and is a CFA charterholder.

Harry Martin· Senior Investment Consultant· United Statesin

Harry Martin is a Senior Investment Consultant at GoalVest Advisory. His work covers investment management mandates for defined benefit and defined contribution plans, investment capital accounts, high net worth individuals, and not-for-profit institutions. His experience includes asset allocation, portfolio management, alternative investments, structured yield and growth notes, fiduciary services, and branch office management in domestic and international settings.