Sevasti has personally advised on over $4 billion in assets and has worked directly and successfully with over 700 families to align their investment portfolios with their goals, risk appetite, tax situation and cash flow needs. She started her career in 2001 and has made recommendations and implemented solutions for ultra high net worth, high net worth families and foundations.

Sevasti listens first, understands your situation, offers solutions tailored to you and implements. Feedback on what clients like most is that she makes them feel confident when they are overwhelmed and speaks in language they understand.

Sevasti moved to New York City less than two months before the 9/11 tragedy. Barely settled in, she had plenty of reasons to move back home. She stayed for one - to train with the best on Wall Street with the goal of one day building her own wealth advisory practice.

Prior work experience and credentials include:

• Senior Portfolio Manager at City National Rochdale

• Vice President at Lehman Brothers

• MBA from Wharton at the University of Pennsylvania

• BS with a Quantitative Methods focus from Babson College

• Chartered Financial Analyst (CFA)

• Certified Private Wealth Advisor (CPWA)