Goldman, Sachs & Company
As a private wealth advisor with Goldman Sachs, Ms. Balonek manages the investment portfolios of high net worth individuals, families, endowments, and foundations. With twelve years of investment acumen and a diverse work experience, Ms. Balonek utilizes a myriad of strategies in order to meet the varied needs of clients.
Before coming to Goldman Sachs, Ms. Balonek was the founder of Locust Walk Partners which provided investment counsel and strategic advice to ultra-high net worth Latin American families, hedge funds, and investment banks.
Ms. Balonek was a senior equities analyst with Ladenburg Thalmann & Company and was responsible for evaluation of investments within the firm’s health care division, Ladenburg Punk Ziegel Healthcare. Previously, she was the healthcare analyst at Longwood Investment Advisors, a Boston-based long/short hedge fund. Her sector responsibilities included biotechnology, specialty pharmaceuticals, medical devices, and healthcare services. Ms. Balonek also worked as the small-cap healthcare and technology equities analyst at Pioneer Investments and as an international small-cap and domestic banks analyst at Putnam Investments.
Ms. Balonek is a graduate of the Wharton School at The University of Pennsylvania where she received a Bachelors of Science degree in Economics. She received an MBA from the London Business School. She is active in both alumni groups and currently serves as the Treasurer of The Penn Club of Miami. Ms. Balonek is a member of the Strategic Planning Board of the Women’s Fund of Miami-Dade.
Ms. Balonek’s research and articles have been featured on Bloomberg, CNBC, AP News wires, Miami Today, the Miami Herald, and other media publications. She has taught seminars at Florida International University and the University of Miami about investing and the stock market.