Amelia Karenina Balonek
Board Member
As an International Private Wealth Advisor and Family Wealth Director with Morgan Stanley Private Wealth Management, Ms. Balonek manages the investment portfolios of high net worth individuals, families, endowments, and foundations. With twenty years of investment acumen and a diverse work experience, Ms. Balonek utilizes a myriad of strategies in order to meet the needs of clients.
For six years, Ms. Balonek was a private wealth advisor with Goldman Sachs. Before 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. She 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 Bachelor of Science degree in Economics with a Minor in Psychology. She received an MBA in Finance from the London Business School.
Amelia is Adjunct Faculty at The Cushman School teaching financial literacy. Ms. Balonek is on the Board of Trustees, the Finance Committee, the Endowment Committee, and the Head’s Leadership Council of the Cushman School. She is a Group Facilitator for the Children’s Bereavement Center.
Ms. Balonek’s research and articles have been featured on Bloomberg, CNBC, Miami Today, and the Miami Herald. She has taught seminars at Florida International University and the University of Miami about investing and the stock market.