Sophia Banar

Sophia Banar Email and Phone Number

CFO and COO @ True ValueHub, Inc.
Boston, MA, US
Sophia Banar's Location
Boston, Massachusetts, United States, United States
Sophia Banar's Contact Details

Sophia Banar personal email

About Sophia Banar

Accomplished strategic senior leader of early- and growth-stage technology and investment firms with particular strength in the execution of formative steps of a company lifecycle and a proven track record of business expansion. * Digital transformation for industrial, financial, healthcare, and defense sectors.* Portfolio management of $10 billion in assets in 35 investment funds.* Board and advisory appointments including a $7 billion trust.* Specialization in alternative and illiquid asset classes.* Extensive expertise in risk management, compliance and corporate governance.* Recognized for innovation and integrity.

Sophia Banar's Current Company Details
True ValueHub, Inc.

True Valuehub, Inc.

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CFO and COO
Boston, MA, US
Website:
truevaluehub.com
Employees:
26
Sophia Banar Work Experience Details
  • True Valuehub, Inc.
    Cfo And Coo
    True Valuehub, Inc.
    Boston, Ma, Us
  • True Valuehub, Inc.
    Cfo & Coo
    True Valuehub, Inc. Jan 2024 - Present
    True ValueHub is an AI-driven cloud-based solution, delivering substantial cost savings and procurement efficiencies throughout the manufacturing supply chain.95% of cost analysis in custom parts manufacturing is still done manually in Excel. True ValueHub's AI-based engine calculates the total landed cost automatically (using design drawings as input), accurately (targeting 90%+ accuracy), and comprehensively (rolling up hundreds of data points with proprietary algorithms).True ValueHub's detailed cost insights identify, on average, 20%+ in cost-saving opportunities for mechanical, electro-mechanical and electronics categories.
  • Aris Advisors Llc
    Principal
    Aris Advisors Llc Jan 2013 - Present
    Alternative investments subject matter expert and trusted advisor to startups and established companies across real estate, infrastructure, manufacturing supply chain tech, and online gambling sectors; special interest in delivering institutional quality finance thought leadership into the startup ecosystem.
  • Benefit Trust Company
    Independent Member, Trust Investment Committee
    Benefit Trust Company Feb 2014 - Present
    As a specialist in alternatives, serve on the collective investment trusts' oversight board and the advisor review sub-committee, with a focus on in-depth monitoring of investment performance, adherence to investment philosophy and process, and risk management.
  • Admalle Real Estate Capital Llc
    Principal
    Admalle Real Estate Capital Llc Mar 2019 - Dec 2023
    AdMalle Real Estate Capital LLC acquires, sponsors and manages commercial real estate properties; to date, has sourced and underwritten ~$500 million in direct investments in office, industrial, retail, hotel and residential assets across the United States and abroad.AdMalle Real Estate Team provides leading commercial and residential property sales services via an affiliation with Berkshire Hathaway HomeServices Commonwealth Real Estate.
  • Forum Partners
    Managing Director, Global Portfolio Manager
    Forum Partners Mar 2014 - Sep 2015
    Co-managed institutional and retail global real estate securities mandates with investment strategies focused on alpha generation, continuity of income and volatility reduction.Led new product development to pursue firm’s strategic goal of launching niche differentiated real estate investment strategies.
  • State Street Global Advisors
    Portfolio Manager
    State Street Global Advisors Oct 2006 - Dec 2012
    A steward of all publicly traded real estate programs of SSgA, approximately $10 billion in assets in 35 investment vehicles, managing and growing the franchise assets at about 30% per annum. * Co-managed an active ‘40 Act mutual fund (SSREX) with responsibility for investment decisions and compliance with regulatory guidelines. * Launched, promoted and managed first to market International Real Estate ETF (RWX) that grew to $1 billion in assets under management in six months.* Launched and managed liquidity screened smart beta strategy, which raised $2 billion in customized separately managed accounts.Established risk management process for actively managed and index strategies, incorporated risk decomposition and optimization in portfolio construction, monitored tracking error and trading costs.Served on SSgA Fair Value Committee.Held responsibility for operational aspects of the asset management platform, including accounting and performance oversight, compliance, IMA negotiations, and business continuity planning.
  • State Street
    Assistant Vice President - Private Wealth Management
    State Street Jun 2004 - Sep 2006
    Responsible for due diligence, conversion and integration of outsourced back office infrastructure of multi-billion dollar private wealth management platforms.
  • Csc Consulting
    Staff Consultant
    Csc Consulting Feb 1999 - Jun 2004
    Designed, developed and deployed complex IT solutions for financial, healthcare and defense clients. Received CSC Team Excellence Award for consistently demonstrating outstanding achievements in core corporate values: leadership, respect, partnership and innovation.

Sophia Banar Skills

Equities Financial Modeling Portfolio Management Asset Managment Investments Valuation Investment Banking Capital Markets Trading Equity Valuation Fixed Income Risk Management Financial Services Banking Business Analysis Investment Management Alternative Investments Financial Analysis Corporate Finance Mergers And Acquisitions Securities Investment Strategies Mutual Funds Finance Financial Markets Asset Management Commercial Real Estate

Sophia Banar Education Details

Frequently Asked Questions about Sophia Banar

What company does Sophia Banar work for?

Sophia Banar works for True Valuehub, Inc.

What is Sophia Banar's role at the current company?

Sophia Banar's current role is CFO and COO.

What is Sophia Banar's email address?

Sophia Banar's email address is so****@****ail.com

What schools did Sophia Banar attend?

Sophia Banar attended Columbia Business School, Harvard University, Massachusetts Institute Of Technology, Bentley University.

What skills is Sophia Banar known for?

Sophia Banar has skills like Equities, Financial Modeling, Portfolio Management, Asset Managment, Investments, Valuation, Investment Banking, Capital Markets, Trading, Equity Valuation, Fixed Income, Risk Management.

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