Richmond - Wealth Management

Kara M. Valentine

Chief Marketing Officer and Head of Business Development, Managing Director

In her role as Chief Marketing Officer and Head of Business Development, Kara has responsibility for marketing strategy and execution as well as contributing to the firm’s overall growth.

Experience:

  • Rockefeller Capital Management, Head of Marketing
  • Dynasty Financial Partners, Director of Marketing
  • Bank of America (Merrill Lynch and U.S. Trust)
  • Morgan Stanley

Education:

  • Villanova University, BS in Business Development, Marketing

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