Goalvest Advisory
GoalVest Advisory is an SEC Registered Investment Advisor founded in 2017 and based in New York City. We build innovative, individualized, institutional-caliber portfolios for high-net-worth clients, corporations and other financial advisors and their clients. We invest in all asset classes including Equities, Fixed Income, Structured Notes, Private Assets and other Alternatives as appropriate for our clients.
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
2
tools in use
Monthly traffic
5
organic / mo
Sign up free to see all 7 verified contacts at Goalvest Advisory
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- AP
Ashwini Patil
Head of Trading & Portfolio Analysis · Finance & Accounting
EmailPhone - DA
David Abella
Director · General Business & Management
EmailPhone - JT
Jasmine Tiamfook
Client Services and Operations Analyst · Other
EmailPhone - CL
Chen Li
Investment Research · Finance & Accounting
EmailPhone - HJ
Harry J. Martin
Senior Investment Consultant · Finance & Accounting
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Goalvest Advisory
6 distinct titles indexed · top 6 shown.
- 1client services and operations analyst
- 1director
- 1head of trading & portfolio analysis
- 1investment research
- 1managing partner & chief investment officer - goalvest venture capital
- 1senior investment consultant
Sign up to unlock all 7 contacts at Goalvest Advisory
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Goalvest Advisory
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.