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Ivy Wan-Beltejar

Name: Ivy Wan-Beltejar
Company: Empire Valuation Consultants, LLC
Title: Senior Manager
Email: Iwan@empireval.com

p: 585.475.9260
f:
777 Canal View Blvd
Suite 200
Rochester, NY 14623
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Ivy is a Manager at Empire Valuation Consultants, where she has worked since 2004. She is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers and a Chartered Financial Analyst® (CFA) CharterholderPrior to joining Empire, she worked for the Federal Home Loan Bank of San Francisco where she was responsible for underwriting unsecured credit lines to financial institutions.

Education

  • M.B.A. in Finance and Corporate Accounting – University of Rochester Simon Business School
  • B.A. in Interdisciplinary Studies – University of California, Berkeley

AFFILIATIONS

  • American Society of Appraisers
    • Western New York Chapter - Vice President
  • CFA Institute - Member
  • CFA Society of Rochester - Member
  • The ESOP Association - Professional Member

Expertise

Ivy has been involved in the valuations of a variety of debt and fixed income securities, real estate, derivative instruments, intangible assets, and equity interests across a variety of industries and global locations. In addition, Ivy has valued a wide variety of privately held companies for transactions, estate and gift tax reporting, ESOP transactions, financial reporting, and general corporate planning purposes.

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