Jamie Vladuchick, Cfa
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Jamie Vladuchick, Cfa Email & Phone Number

Family Office Advisor at Valeo Financial Advisors LLC
Location: Greater Indianapolis, United States, United States 5 work roles 1 school
1 work email found @valeofinancial.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@valeofinancial.com
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Current company
Valeo Financial Advisors LLC
Role
Family Office Advisor
Location
Greater Indianapolis, United States, United States
Company size
198 employees

Who is Jamie Vladuchick, Cfa? Overview

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Quick answer

Jamie Vladuchick, Cfa is listed as Family Office Advisor at Valeo Financial Advisors LLC, a company with 198 employees, based in Greater Indianapolis, United States, United States. AeroLeads shows a work email signal at valeofinancial.com and a matched LinkedIn profile for Jamie Vladuchick, Cfa.

Jamie Vladuchick, Cfa previously worked as Director of Portfolio and Wealth Advisory at Valeo Financial Advisors Llc and Investment Analyst at Windsor Wealth Management. Jamie Vladuchick, Cfa holds Bs, Financial Counseling And Planning from Purdue University.

Company email context

Email format at Valeo Financial Advisors LLC

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*@valeofinancial.com
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AeroLeads found 1 current-domain work email signal for Jamie Vladuchick, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Jamie Vladuchick, Cfa

Jamie Vladuchick, Cfa is a Family Office Advisor at Valeo Financial Advisors LLC. They possess expertise in mutual funds, investments, portfolio management, trading, financial markets and 14 more skills.

Listed skills include Mutual Funds, Investments, Portfolio Management, Trading, and 15 others.

Current workplace

Jamie Vladuchick, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Valeo Financial Advisors LLC
Valeo Financial Advisors Llc
Family Office Advisor
Indianapolis, IN, US
Website
valeofinancial.com
Employees
198
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Company profile
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5 roles

Jamie Vladuchick, Cfa work experience

A career timeline built from the work history available for this profile.

Director Of Portfolio And Wealth Advisory

Current
Valeo Financial Advisors Llc

Establish and oversee the management and strategic development of the family office to serve ultra-high-net-worth ($30M or more) individuals and families with complex financial and investment needs. Develop and implement strategies around taxes, investments, financial planning, estate planning, philanthropy, and accounting. Build and manage tax-efficient.

Jun 2021 - Present

Investment Analyst

Windsor Wealth Management

Created customized reports covering portfolio returns, risk statistics, asset allocation, and proposed investment opportunities for client presentations. Analyzed and updated cash flow model to identify funds for investment and meet ongoing cash needs. Conducted performance analysis, wrote research reports, and made recommendations on equities and mutual.

Oct 2012 - Jun 2020

Senior Specialist - Trade Support

Charles Schwab

Managed firm’s financial risk and made rapid decisions to mitigate risk in a dynamic market environment. Provided trading support to brokers regarding market mechanics, order entry, and risk management. Interacted with market makers and stock exchanges regarding order execution.

Feb 2011 - Apr 2012

Registered Representative

Charles Schwab

Created and facilitated trading trainings to brokers. Proactively generated new asset and account leads. Successfully assisted active investor clients with advanced trading platforms and trading strategies.

May 2008 - Feb 2011
Team & coworkers

Colleagues at Valeo Financial Advisors LLC

Other employees you can reach at valeofinancial.com. View company contacts for 198 employees →

MT Madison Theile Madison Theile Colleague at Valeo Financial Advisors LlcIndianapolis, Indiana, United States, United States View → ND Noah Dock Noah Dock Colleague at Valeo Financial Advisors LlcGreater Indianapolis, United States View → TN Teia Nidey Teia Nidey Colleague at Valeo Financial Advisors LlcIndianapolis, Indiana, United States, United States View → RS Rose Situe Rose Situe Colleague at Valeo Financial Advisors LlcParis, Île-de-France, France, France View → PZ Peggy Zoller Peggy Zoller Colleague at Valeo Financial Advisors LlcGreater Tampa Bay Area, United States View → CS Connor Skelly Connor Skelly Colleague at Valeo Financial Advisors LlcZionsville, Indiana, United States, United States View → NF Nick Frey, Cfp® Nick Frey, Cfp® Colleague at Valeo Financial Advisors LlcCarmel, Indiana, United States, United States View → KM Kristen M. Rueth Allen, Cfp®, Cdfa™ Kristen M. Rueth Allen, Cfp®, Cdfa™ Colleague at Valeo Financial Advisors LlcIndianapolis, Indiana, United States, United States View → JS Jimmy Scheri Jimmy Scheri Colleague at Valeo Financial Advisors LlcIndianapolis, Indiana, United States, United States View → HL Heath Lange, Cfp® Heath Lange, Cfp® Colleague at Valeo Financial Advisors LlcColumbus, Ohio, United States, United States View →
1 education record

Jamie Vladuchick, Cfa education

FAQ

Frequently asked questions about Jamie Vladuchick, Cfa

Quick answers generated from the profile data available on this page.

What company does Jamie Vladuchick, Cfa work for?

Jamie Vladuchick, Cfa works for Valeo Financial Advisors LLC.

What is Jamie Vladuchick, Cfa's role at Valeo Financial Advisors LLC?

Jamie Vladuchick, Cfa is listed as Family Office Advisor at Valeo Financial Advisors LLC.

What is Jamie Vladuchick, Cfa's email address?

AeroLeads has found 1 work email signal at @valeofinancial.com for Jamie Vladuchick, Cfa at Valeo Financial Advisors LLC.

Where is Jamie Vladuchick, Cfa based?

Jamie Vladuchick, Cfa is based in Greater Indianapolis, United States, United States while working with Valeo Financial Advisors LLC.

What companies has Jamie Vladuchick, Cfa worked for?

Jamie Vladuchick, Cfa has worked for Valeo Financial Advisors Llc, Windsor Wealth Management, and Charles Schwab.

Who are Jamie Vladuchick, Cfa's colleagues at Valeo Financial Advisors LLC?

Jamie Vladuchick, Cfa's colleagues at Valeo Financial Advisors LLC include Madison Theile, Noah Dock, Teia Nidey, Rose Situe, and Peggy Zoller.

How can I contact Jamie Vladuchick, Cfa?

You can use AeroLeads to view verified contact signals for Jamie Vladuchick, Cfa at Valeo Financial Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did Jamie Vladuchick, Cfa attend?

Jamie Vladuchick, Cfa holds Bs, Financial Counseling And Planning from Purdue University.

What skills is Jamie Vladuchick, Cfa known for?

Jamie Vladuchick, Cfa is listed with skills including Mutual Funds, Investments, Portfolio Management, Trading, Financial Markets, Finra, Securities, and Risk Management.

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