Kara M. Valentine

Chief Marketing Officer & Head of Business Development, Managing Director

Kara Valentine is a Managing Director and Chief Marketing Officer and Head of Business Development for Cary Street Partners. Ms. Valentine has over two decades of financial services marketing and business development experience. Prior to joining Luxon Financial, she was Head of Marketing at Rockefeller Capital Management. Before Rockefeller, Ms. Valentine led marketing and brand strategy for Dynasty Financial Partners, and served in leadership roles within Bank of America’s Global Wealth and Investment Management Division, working both at Merrill Lynch and U.S. Trust, as well as with Morgan Stanley.

Ms. Valentine has a Bachelor of Science in Business Administration, Marketing from Villanova University. She serves on the Board of Trustees of the Oak Knoll School of the Holy Child in Summit, NJ and is an advisory board member for the Center for Marketing and Consumer Insights at the Villanova School of Business.

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 Administration, Marketing