Evie Kostakis

Director of Finance/CFO at

Bank Julius Bär & Co. AG

Net worth: 2 M $ as of 2026-08-30

50 year

95 connections

Finance

Consumer Services

Commercial Services

Profile

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.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
JULIUS BAER GRUPPE AG 0.01%	2024-12-30	23,984 ( 0.01% )	2 M $	2026-08-30

Evie Kostakis active positions

Companies	Position	Start
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.	Director of Finance/CFO	2022-06-30
Amina Bank AG Amina Bank AG Regional BanksFinance Operates as a bank and provides crypto-related banking services	Director/Board Member	2020-04-30

All active positions of Evie Kostakis

Former positions of Evie Kostakis

Companies	Position	End
JULIUS BÄR GRUPPE AG	Director of Finance/CFO	2026-08-16
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	2018-12-31
NATIONAL BANK OF GREECE S.A.	Corporate Officer/Principal	2012-12-31
Beltest Shipping Ltd.	Corporate Officer/Principal	2008-12-31
Eurobank Efg Group	Corporate Officer/Principal	2006-12-31

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Linked companies

Private companies	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.