Chief Operating Officer and Chief Compliance Officer
As a long standing member of the WrapManager team, Valerie takes great care in cultivating a high level of efficiency and integrating innovative technology at WrapManager. She enjoys creating systems to keep firm operations and business activities running smoothly. She also takes pride in finding the right people to join the WrapManager team and providing them with the tools to help them succeed. She enjoys wearing many hats and managing all aspects of the business operation and planning.
Valerie holds the Investment Adviser Certified Compliance Professional (IACCP®) designation from National Regulatory Services.
My favorite part of the day is seeing someone go the extra mile to take care of our clients, or going beyond to improve the knowledge or procedures within our firm. My retirement dream includes writing and publishing a book. And here’s something my co-workers may not know about me... I grew up working in my Grandparents’ antique shop and helping my father work on classic cars.
Some of my favorite fun things include seeing live music, vintage fashion, collecting and listening to vinyl records, and classic films, especially the Thin Man. Outside of the office, I’m often planning my next road trip, trying out new gourmet recipes and scouring flea markets for unique home decor. Guilty pleasure: quiet time at home.