Talk to sales Try for Free
Steivan Juvalta, CFA

Steivan Juvalta, CFA

Assistant Vice President

Followers of Steivan Juvalta, CFA600 followers
location of Steivan Juvalta, CFACambridge, Waikato, New Zealand

Connect with Steivan Juvalta, CFA to Send Message

Connect

Connect with Steivan Juvalta, CFA to Send Message

Connect

  • Timeline

  • About me

    Director at Jarden

  • Education

    • University of Lausanne

      1996 - 2001
      Master of Arts - MA History, Economics and Journalism

  • Experience

    • Lombard Odier Group

      Jan 2002 - Jan 2006
      Assistant Vice President

      Institutional sales serving the French and Italian markets. Specialized in Swiss equities. Previously alternative investments and corporate finance analyst.

    • Vontobel

      Jan 2006 - Jan 2007
      Vice President

      Institutional sales serving the French and Italian markets. Specialized in Swiss equities.

    • Helvea

      Jan 2007 - Jan 2010
      Vice President

      Institutional sales serving the North American territory. Specialized in Swiss equities.

    • UBS

      Jan 2011 - Jan 2013
      Director

      Wealth manager and private banker

    • Fabish Bros Ltd

      Jan 2013 - Jan 2015
      Farm Manager

      Dairy Farm with 300+ cows over 111 Ha of land. A great experience which gave me the opportunity to understand one of New Zealand's most important industries and wealth generators. I'm a strong believer in what Steve Jobs called "connecting the dots" - this experience has tremendously helped in this regard.

    • Bank of New Zealand

      Jan 2015 - Jan 2019
      Private Banker

      Strategic partner for institutional and private clients interested in growing and protecting their wealth.

    • Jarden

      Feb 2019 - now
      Director

      Strategic partner for institutional and private clients interested in growing and protecting their wealth.

  • Licenses & Certifications