John Valpey Email & Phone Number

Wealth management executive with extensive financial planning, fiduciary, and legal experience. Expertise and track record of success in starting, acquiring, merging, growing, and improving complex wealth management organizations.Recognized as a trusted and thoughtful advisor and leader, with a disciplined focus on increasing revenues, modernizing and scaling businesses, and reducing operating risks and expenses. Led profitable businesses with $105B in assets, $205M in revenue, and 575 FTEs. Skilled manager, capable of supervising effective oversight of multiple national businesses in a complex regulatory environment.Board experience includes distinguished service on 10 non-profit and for-profit boards, including roles as director, board chair, vice chair, secretary, and member of finance, audit, investment, quality assurance, and governance committees. Experienced wealth strategist and fiduciary, serving as private trustee and advisor for individuals and families in need of estate and financial planning advice, oversight, and the administration of estate plans, philanthropic initiatives, and family trusts. Real estate developer with focus on land development and affordable housing. Founding partner of private equity fund with interests in New England manufacturing businesses. Active impact investor and advisor, providing capital and advice to small businesses and social enterprises.