David A. Valenti Joins Virtue Asset Management as Fee-Only Financial Advisor
David A. Valenti, an attorney and certified financial planner with 37 years of wealth management experience, has joined Virtue Asset Management in Barrington as a fee-only financial advisor to high-net-worth clients.
Valenti most recently was a Senior Vice President at Bank of America Private Bank in Chicago, where he provided investment management and financial advice to high-net-worth clients and managed more than $750 million in assets. Prior to his 30-year career at Bank of America, Valenti specialized in personal financial planning at Arthur Andersen LLP, where he counseled business owners, wealthy family groups and senior executives of Fortune 500 companies in financial, investment, tax and estate planning issues.
Valenti joins Virtue Asset Management founder Robert P. Finley, CFA®, CFP® in advising clients in all areas of wealth management including investments, retirement planning, taxes, estate planning and wealth structuring. Finley and Valenti previously worked together at Bank of America Private Bank.
“David and I share the same philosophy of providing a high level of service to clients,” Finley said. “We look forward to adding his expertise in portfolio management and financial planning to current and future clients.”
Valenti has a bachelor’s degree in economics from Northwestern University and both an MBA and a law degree from the University of Notre Dame. He is also a graduate of the American Bankers Association National Graduate Trust School and a Certified Financial Planner®.
As a boutique independent advisor, Virtue Asset Management has the flexibility to meet with clients more often and engage in deeper conversations that result in customized solutions.
“I am ready to apply the knowledge and insight gained from decades in wealth management to help Virtue Asset Management clients achieve their long-term goals,” Valenti said.
Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.
This letter is not intended to be relied upon as forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date noted and may change as subsequent conditions vary. The information and opinions contained in this letter are derived from proprietary and nonproprietary sources deemed by Virtue Asset Management to be reliable. The letter may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projection and forecasts. There is no guarantee that any forecast made will materialize. All information is illustrated gross of investment advisory fees. Reliance upon the information in this letter is at the sole discretion of the reader. Please consult with a Virtue Asset Management financial advisor to ensure that any contemplated transaction in any securities or investment strategy mentioned in this letter align with your overall investment goals, objectives and tolerance for risk. Additional information about Virtue Asset Management is available in its current disclosure documents, Form ADV and Form ADV Part 2A Brochure, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD#283438.
Virtue Asset Management is neither an attorney nor an accountant, and no portion of this content should be interpreted as legal, accounting or tax advice.
Source: Best Financial Advisors in Oak Park | Certified Wealth & Fiduciary Planner | Virtue Asset Management