About
Founder and CEO with over 20 years of industry experience specializing in tailored portfolio construction for high-net-worth individuals. Before launching GoalVest in 2017, she managed over $4 billion in client assets at a global investment bank and served as a portfolio manager to 150+ independent financial advisors. She holds an MBA from the Wharton School, a BS in Quantitative Methods from Babson College, and the CFA and CPWA designations.
Colleagues at Goalvest Venture
Ashwini Patil
Head of Trading at Goalvest Venture
Blair Cohen
Head of Private Investments at Goalvest Venture
Braden Deforge
Wealth Management Associate at Goalvest Venture
Brooke Long
Client Service Associate at Goalvest Venture
Chen Li
Investment Research Associate at Goalvest Venture
Harry Martin
Senior Investment Consultant at Goalvest Venture