Ali Bastani

Managing Director at Seven Post Investment Office LP

Role: Managing Director at Seven Post Investment Office Lp
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Managing Director
Seven Post Investment Office Lp
Sep 2011 — Present · San Francisco, CA, US

Education

Georgetown University McDonough School of Business
Master of Business Administration - MBA
1996 — 1998
Boston College
Bachelor of Arts - BA, Economics
1989 — 1992

Contact information

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Work email
a••••••••@sevenpost.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••84

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Current company

Seven Post Investment Office Lp

Investment Management · 20 employees · Founded 2011 · San Francisco, California, United States

We provide customized, independent counsel to clients with significant assets. Our singular mission is to preserve and enhance client wealth. We engage in continuous dialogue and education to best understand client objectives and to improve decision-making. Seven Post manages global multi-asset class portfolios for a select number of important relationships with a focus on risk management and long-term investment results. Our approach takes account of investment structure, taxes, socially responsible mandates, estate and trust planning, philanthropy, requirements for income and other client objectives. Seven Post is a privately owned partnership and completely independent of other financial institutions. We have a value-oriented, long standing investment philosophy; managing core investments as well as engaging third-party sub-advisers on behalf of clients. Client assets are held in global custodian banks, providing institutional safety as well as the security of third party portfolio reporting and accounting.

sevenpost.com

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Experience

Managing Director

Education

Georgetown University McDonough School of Business

Boston College

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