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David Valenti Location
Chicago, IL, US
David Valenti Work
Managing Director @ (May 2020 - Present)
Senior Vice President Portfolio Manager @ (January 1990 - May 2020)
Senior Vice President @ LaSalle Bank/ ABN Amro (January 1990 - January 2007)
Tax Manager @ Arthur Andersen & Co (January 1983 - January 1990)
David Valenti Education
National Graduate Trust School, Evanston, IL 1995-1996
Notre Dame Law School
JD/MBA (Joint )
1979-1983
University of Notre Dame - Mendoza College of Business
MBA/JD (Joint JD/MBA)
1979-1983
Northwestern University
BA (Economics)
1975-1979
David Valenti Skills
Alternative Investments
Asset Allocation
Asset Management
Estate Planning
Estate Tax Planning
Financial Planning
High Net Worth Individuals
Investment Advisory
Investment Management
Investment Strategies
Investments
Portfolio Management
Private Wealth Management
Series 7
Strategic Financial Planning
Trust Services
Wealth
Wealth Management
Wealth Management Services
Wealth Preservation Strategies
Wealth Transfer
Sales
Customer Service
Financial Analysis
High Net Worth
Private Wealth
Wealth Preservation
Strategic Financial
David Valenti Summary
David Valenti, based in Chicago, IL, US, is currently a Managing Director at Virtue Asset Management. David Valenti brings experience from previous roles at Bank of America Private Bank, LaSalle Bank/ ABN Amro and Arthur Andersen & Co. David Valenti holds a 1995 - 1996 National Graduate Trust School, Evanston, IL. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Estate Planning, Estate Tax Planning and more. David Valenti has 1 emails and 2 mobile phone numbers on RocketReach.
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