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Anthony Valeri, Cfa is listed as Director of Investment Management, Zions Bancorporation at Zions Bancorporation, a with 3006 employees, based in San Diego County, California, United States. AeroLeads shows a work email signal at zionsbancorporation.com and a matched LinkedIn profile for Anthony Valeri, Cfa.
Anthony Valeri, Cfa previously worked as Director of Investment Management, EVP, Wealth Mgmt at Zions Bancorporation and Investment Strategist, SVP, Research at Lpl Financial. Anthony Valeri, Cfa holds Ba, Quantitative Economics & Decision Sciences from Uc San Diego.
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Core Compentencies: • Investment Strategy and Asset Allocation: Proven ability to construct robust investment portfolios using mutual funds, ETFs, and SMAs. Recognized for developing and managing individual bond portfolios to achieve desired client outcomes.• Project Management: Lead teams developing valuable portfolio analysis tools, portfolio management functionality, and new investment models to boost sales.• Client Relations: Develop and deliver high impact presentations to clients to convey investment positioning, recommendations and performance drivers. • Communications: Frequently presented at conferences and often provided interviews to CNBC, Bloomberg News, Reuters, Barrons, Marketwatch, and Wall Street Journal. Appeared on national business television and radio, including CNBC, Bloomberg, NPR, and Fox Business News.
Listed skills include Alternative Investments, Wealth Management, Mutual Funds, Fixed Income, and 16 others.
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Greater San Diego Area
Oversee all aspects of investment management including asset allocation, due diligence, and advisor and client communications. Portfolio manager on select high-new worth client accounts. Regularly meet with clients and prospects to discuss investment portfolios, capabilities, and financial market outlook. Frequent presenter at client events and intra-company events.
Acted as voting member of asset allocation committee, managing investment portfolios totaling more than $20 Billion AUM across equity, fixed income, real estate, and alternative asset classes. Provided investment recommendations and guidance on additional $100 Billion in client assets. Articulated investment strategy and financial market views via written publications, public speaking engagements, and webinars/conference calls. Developed and incubated new investment models.• Led development of two highly successful investment models in LPL’s fee-based investment platform generating AUM of $300 Million and $80 Million, respectively, within the first six months.• Contributed to flagship publications, including LPL Market Outlook, and author of bond market perspectives, and macro-oriented thematic reports.• Served as member of LPL high-net-worth team, helping to attract more than $1 Billion in HNW clients in 2015.• Partnered with business development in recruitment of new financial advisors to LPL Financial.• Created ad-hoc client communications, including client letters and PowerPoint presentations.• Recipient of several industry awards, including: - Marcom: Mid-year Outlook 2014 (platinum) Bond Market Perspectives, Assessing Interest Rate Risk (platinum), Bond Market Perspectives publication (gold) - Hermes Creative Awards: Outlook 2015 (platinum)
Greater San Diego Area
Provided fixed income portfolio analysis, trade ideas, and strategies to LPL clients. Served as lead author on monthly fixed income market commentary. Presented regularly at LPL conferences, and hosted quarterly and ad-hoc fixed income market outlooks. Performed due diligence on fixed income investment managers and maintained recommended list for mutual funds, ETFs and SMAs across all fixed income asset classes.• Served as subject matter expert (SME) in the development of the company’s proprietary portfolio analysis software. • Constructed fixed income analytics and portfolio management functionality for initial UMA investment platform.
Traded U.S. Treasury, agency, municipal, corporate notes, and bonds as well as preferred securities, mortgage-backed securities, brokered CDs, and money market instruments for LPL's retail and institutional sales force. Co-managed fixed income trading desk. • Created original sales ideas and education oriented pieces on fixed income securities and markets for LPL's marketing department to increase sales.
San Diego
Provided technical support to users of firm's PRO-JECT real estate investment analysis software.
Other employees you can reach at zionsbancorporation.com. View company contacts for 3006 employees →
Franklin Clawson
Colleague at Zions BancorporationSalt Lake City Metropolitan Area, United States
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Victoria Thompson
Colleague at Zions BancorporationNew York City Metropolitan Area, United States
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Terrie Yates
Colleague at Zions BancorporationRiverside, California, United States
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Takenya Hall
Colleague at Zions BancorporationHouston, Texas, United States
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Marla Zuch
Colleague at Zions BancorporationDenver, Colorado, United States
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Amber Williams
Colleague at Zions BancorporationSalt Lake City, Utah, United States
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Fernando P. Barrera
Colleague at Zions BancorporationChula Vista, California, United States
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Ciera Murphy
Colleague at Zions BancorporationSalt Lake City, Utah, United States
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Rachel Hammond
Colleague at Zions BancorporationSan Diego, California, United States
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Kelly Eckard
Colleague at Zions BancorporationSalt Lake City, Utah, United States
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Quick answers generated from the profile data available on this page.
Anthony Valeri, Cfa works for Zions Bancorporation.
Anthony Valeri, Cfa is listed as Director of Investment Management, Zions Bancorporation at Zions Bancorporation.
AeroLeads has found 1 work email signal at @zionsbancorporation.com for Anthony Valeri, Cfa at Zions Bancorporation.
Anthony Valeri, Cfa is based in San Diego County, California, United States while working with Zions Bancorporation.
Anthony Valeri, Cfa has worked for Zions Bancorporation, Lpl Financial, and Financial Automation.
Anthony Valeri, Cfa's colleagues at Zions Bancorporation include Franklin Clawson, Victoria Thompson, Terrie Yates, Takenya Hall, and Marla Zuch.
You can use AeroLeads to view verified contact signals for Anthony Valeri, Cfa at Zions Bancorporation, including work email, phone, and LinkedIn data when available.
Anthony Valeri, Cfa holds Ba, Quantitative Economics & Decision Sciences from Uc San Diego.
Anthony Valeri, Cfa is listed with skills including Alternative Investments, Wealth Management, Mutual Funds, Fixed Income, Investment Advisory, Asset Management, Series 7, and Asset Allocation.
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