Valerie De Vol relocated to San Francisco to join WrapManager, bringing with her an already distinguished background in wealth management. She is a Principal and Member of WrapManager, Inc.’s Board of Directors.
Ms. De Vol brings 10 years of experience in financial services to her role of Chief Compliance Officer and Chief Operating Officer at WrapManager. She began her career at Peacock, Hislop, Staley, & Given, Inc., a leading municipal underwriting and investment banking and securities brokerage firm. Ms. De Vol holds Series 7 General Securities Representative, Series 65 Investment Advisor Representative, Series 63 Uniform Securities Agent State Law, and Series 24 General Securities Principal licenses. She is also one of the original participants in the Investment Advisor Certificate program adminstered by National Regulatory Services, and co-sponsored by the Investment Advisor Association.
Ms. De Vol enjoys taking road trips, gourmet food and fine wine, mid-century design, swing dancing and riding her vintage Vespa.