Valeo Financial Advisors LLC
0 followers
‌
Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire f... Read more
Industries
+1
Headquarters
Employees
Links
Org chart
John Wortman
Co-Founder & CEO
John Wortman
Collapse
Cfp® Andrew Tellitocci
Director Of Technology
Jamie Vladuchick
Director Of Portfolio And Wealth Advisory
Julie Marvel
Executive Assistant
Teia Nidey
Training Manager
Amanda Harpenau
Client Service Relationship Manager
Brandon Ledford
Client Services Associate
Dustie Hardin
Administrative Assistant
Shelby Henderzahs Weicht
Family Office Coordinator
Amanda Miller
Executive Assistant
Kelley Roberts
Executive Assistant
Kelly Newman
Executive Operations Assistant
Mandisa Pawelczak
Executive Assistant
Similar companies
MIO Partners, Inc.
1 follower
FalconX
7 followers
Centiva Capital
2 followers
At-Bay
2 followers
Tiger Global Management
11 followers
Apogem Capital
1 follower
Hudson Bay Capital Management
1 follower
Fort Pitt Capital Group
1 follower
RA Capital
1 follower
Ruane Cunniff LP
1 follower
Corebridge Financial
4 followers
Discover companies