![Evie Kostakis](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Evie Kostakis
Directeur Financier/CFO chez
Bank Julius Bär & Co. AG
Fortune : 3 M $ au 31/08/2026
Profil
Evie Kostakis is currently Director at Amina Bank AG since 2020 and Chief Financial Officer at Bank Julius Bär & Co. AG since 2022.
Former roles include Director-Corporate Finance & Business at National Bank of Greece SA from 2009 to 2013, Assistant Vice President-Global Strategy Group at Merrill Lynch Investment Managers, Inc. from 2001 to 2002, Vice President-Investments at Webster Financial Corp.
from 2002 to 2005, Associate-Strategic Planning & Product Development at Morgan Stanley Investment Management, Inc. from 2000 to 2001, Associate at Mitchell Madison Group LLC, Head-Investment Strategy & Analysis at Eurobank Efg Group from 2005 to 2007, Portfolio Manager at Beltest Shipping Ltd. from 2007 to 2009, Deputy Head-Investment Management at Bank Julius Bär & Co. AG from 2017 to 2019, and Chief Financial Officer at Julius Bär Gruppe AG from 2022 to 2026.
Education includes a graduate degree from The University of Chicago conferred in 1999 and an undergraduate degree from London School of Economics & Political Science conferred in 1996.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
JULIUS BAER GRUPPE AG 0,01 % | 31/12/2025 | 28 318 ( 0,01 % ) | 3 M $ | 31/08/2026 |
Dernières actualités sur Evie Kostakis
Postes actifs de Evie Kostakis
| Sociétés | Poste | Début |
|---|---|---|
Bank Julius Bär & Co. AG
 Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Directeur Financier/CFO | 01/07/2022 |
Amina Bank AG
 Amina Bank AG Regional BanksFinance Operates as a bank and provides crypto-related banking services | Directeur/Membre du Conseil | 01/05/2020 |
Anciens postes connus de Evie Kostakis
| Sociétés | Poste | Fin |
|---|---|---|
| JULIUS BÄR GRUPPE AG | Directeur Financier/CFO | 17/08/2026 |
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Corporate Officer/Principal | 01/01/2019 |
| NATIONAL BANK OF GREECE S.A. | Corporate Officer/Principal | 01/01/2013 |
Beltest Shipping Ltd. | Corporate Officer/Principal | 01/01/2009 |
Eurobank Efg Group | Corporate Officer/Principal | 01/01/2007 |
Formation de Evie Kostakis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
12
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 12 |
|---|---|
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
Webster Financial Corp.
 Webster Financial Corp. Savings BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
National Bank of Greece SA
 National Bank of Greece SA Major BanksFinance Provides commercial banking services | Finance |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Finance |
Mitchell Madison Group LLC
 Mitchell Madison Group LLC Miscellaneous Commercial ServicesCommercial Services Provides global cost management consulting services | Commercial Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
London School of Economics & Political Science
 London School of Economics & Political Science Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Julius Bär Gruppe AG
 Julius Bär Gruppe AG Financial ConglomeratesFinance Provides wealth management services | Finance |
Amina Bank AG
Amina Bank AG Regional BanksFinance Operates as a bank and provides crypto-related banking services | Finance |
Eurobank Efg Group | |
Beltest Shipping Ltd. |
