James Karivalis

Senior Vice President at Portfolio Advisors

James Karivalis has a strong background in investment banking and finance, with experience in various prestigious companies. James started their career as a Regional Manager at Ivy Insiders, a test prep services company. In this role, they successfully led the most profitable operating region in the country. James then moved on to work as a Summer Analyst at Studley, where they gained valuable experience in the industry. James then joined Macquarie Group as an Investment Banking Summer Analyst, specializing in Infrastructure & Utilities. After that, they worked at Peter J. Solomon Company as an Investment Banking Analyst. James then joined The Blackstone Group as an Investment Analyst. Currently, they are employed at Portfolio Advisors as a Senior Vice President.

James Karivalis attended St. Augustine Preparatory School from 2004 to 2008. Following their high school education, they enrolled at The Wharton School, where they pursued a Bachelor of Science degree in Economics with a focus on Finance. James completed their undergraduate studies between 2008 and 2012.

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Timeline

  • Senior Vice President

    2016 - present