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Cfp Evaggelia Hatzimanolis

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Cfp Evaggelia Hatzimanolis

Senior Vice President - Senior Wealth Advisor | Lido Advisors, LLC

United States

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Cfp Evaggelia Hatzimanolis

Summary

Evaggelia Hatzimanolis is a seasoned financial expert with extensive experience in wealth management, currently serving as Senior Vice President at Lido Advisors, LLC. With a career spanning over two decades, she has held leadership roles at prestigious firms including Goldman Sachs and Morgan Stanley. Evaggelia's mission is to empower clients to achieve financial freedom across generations, leveraging her deep expertise in asset management and strategic financial planning. Her holistic approach to wealth management is complemented by her commitment to sustainability, as evidenced by her involvement in community initiatives such as the Boca Raton Green Living Task Force. An advocate for continuous learning, she also holds a certification in Yoga Teacher Training, reflecting her belief in the balance between financial well-being and personal health. Evaggelia's diverse background in both finance and community service positions her as a thought leader in her field, dedicated to making a positive impact.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Sustainability

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Non-Profit Experience

Cfp Evaggelia Hatzimanolis

Work Experience

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Senior Vice President - Senior Wealth Advisor at

Lido Advisors, LLC

September 2023 - Present

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Vice President - Wealth Advisor at

Goldman Sachs

January 2020 - September 2023

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Wealth Management Advisor at

TIAA

November 2015 - November 2020

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Financial Consultant at

Fidelity Investments

October 2012 - October 2015

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Vice President - Wealth Management at

Morgan Stanley

September 2011 - October 2012

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200 hours Yoga Teacher Training at

YogaWorks

January 2012 - January 2012

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Financial Advisor - Portfolio Manager - Private Wealth Management at

Morgan Stanley

August 1999 - September 2011

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Appointed Task Force Committee at

Boca Raton Green Living Task Force

July 2009 - January 2011

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Co - Founder at

Relive Productions

July 2007 - January 2011

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Chairwoman at

Relive We Are Energy

July 2009 - October 2009

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Chairwoman at

Relive Run For Our Future

January 2009 - June 2009

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Host Committee at

Miami City Ballet

December 2008 - March 2009

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Corporate Sponsor Chair - JAPC Board at

Junior Achievement of South Florida

January 2007 - January 2009

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Frequently Asked Questions about Cfp Evaggelia Hatzimanolis

What is Cfp Evaggelia Hatzimanolis email address?

Cfp Evaggelia Hatzimanolis's primary email address is **********************@goldmansachs.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Evaggelia Hatzimanolis work for?

Cfp Evaggelia Hatzimanolis is a Senior Vice President - Senior Wealth Advisor at Lido Advisors, LLC, a company specializing in Functions related to depository banking.

Where Cfp Evaggelia Hatzimanolis graduated from?

Cfp Evaggelia Hatzimanolis holds a degree in Accounting from Suffolk University - Sawyer Business School.

How can I directly contact Cfp Evaggelia Hatzimanolis?

To contact Cfp Evaggelia Hatzimanolis directly, you can use the email address **********************@goldmansachs.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Evaggelia Hatzimanolis?

Evaggelia Hatzimanolis is a seasoned financial expert with extensive experience in wealth management, currently serving as Senior Vice President at Lido Advisors, LLC. With a career spanning over two decades, she has held leadership roles at prestigious firms including Goldman Sachs and Morgan Stanley. Evaggelia's mission is to empower clients to achieve financial freedom across generations, leveraging her deep expertise in asset management and strategic financial planning. Her holistic approach to wealth management is complemented by her commitment to sustainability, as evidenced by her involvement in community initiatives such as the Boca Raton Green Living Task Force. An advocate for continuous learning, she also holds a certification in Yoga Teacher Training, reflecting her belief in the balance between financial well-being and personal health. Evaggelia's diverse background in both finance and community service positions her as a thought leader in her field, dedicated to making a positive impact.

Cfp`s contact details

mail

**********************@goldmansachs.com

*************@tiaa.org

*************@lidoadvisors.com

Colleagues

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Peter Morimoto

Managing Director

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Alexandra Browne

Chief Development Officer and Senior Managing Director

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Gina Sanchez

Chief Executive Officer and Founder

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Gregory Kushner

Director & Chief Financial Officer

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Ryan Hosegood

Senior Vice President

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Kyle Cross

Senior Vice President of Wealth Management

Sam Hoeck Cfa

Senior Vice President - Senior Wealth Manager

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Nicholas Doddo

Senior Vice President, Senior Wealth Advisor

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Scott Brokaw

Managing Director, Senior Wealth Advisor

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