Unlimited Email and Phone number
Everything you need to reach more inboxes and close more deals
Unlimited Contact Only at$79
Helena Z.
Chief Investment Officer @Private Family Office
Signup · Get unlimited contacts
WORK HISTORY
Chief Investment Officer @Private Family Office
Los Angeles, CA, US
Lead strategic asset allocation and oversee multigenerational investment planning.Integrate ESG principles and philanthropic vehicles into investment mandates.Supervise global legal, tax, and governance advisory.
EDUCATION
NYU Stern School of Business
MBA, Finance & International Economics
National University of Singapore
BBA, Financial Economics
ABOUT HELENA Z.
I am a seasoned investment strategist with over 15 years of experience across institutional asset management, capital markets, and family office advisory. My career began at Citigroup Global Markets in New York, where I advanced through a series of strategic investment and portfolio advisory roles. Currently, I serve as the Chief Investment Officer at a Los Angeles-based family office, leading sustainable wealth management and global capital deployment across generations.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.