Valence is built around the singular idea that the most effective advisory relationships are born from an intimate understanding of each client, not only of their portfolio and financial objectives, but also of their values, their concerns, their family, and the dynamics that shape their lives.
Built to see the whole picture.
Introducing our leadership team:
Dan Petrozzo
Dan brings a rare combination of institutional leadership at scale, entrepreneurial experience, and the investor's view of how serious firms get built.
He served as Chief Information Officer at Fidelity Investments and at Morgan Stanley, first for Global Wealth Management and then for the firm overall, and as Partner at Goldman Sachs leading Investment Management Technology. He has also been on the founding team of two venture-backed companies that achieved successful exits, and was Partner at Oak HC/FT, one of the premier fintech and healthcare investment firms in the country.
John van Moyland
John helped build Kensho — a pioneer in applying machine learning to financial services and one of the first serious AI companies in the industry, ultimately acquired by S&P.
He went on to run factor and thematic investment solutions for S&P. Earlier, he held senior roles at Barclays Global Investors (BlackRock), Fidelity International, and Morgan Stanley. He has spent much of his career at the intersection of markets, product, and intelligent systems.
Erick Goralski
Erick has spent his career translating new ideas in financial services into adoption.
After leadership roles at Cisco, Lehman Brothers, and Deutsche Bank, he was co-founder and Head of Client Strategies at Stone Ridge Asset Management, then Founder and CEO of Mobilize Capital Partners. He has built the client relationships and growth that turn a credible firm into a durable one.
News and Insights
Identifying The Next Wealth Management Growth Opportunity
The following article comes from Erick Goralski, who is chief commercial officer of Valence Financial. He previously co-founded Stone Ridge Asset Management and founded Mobilize Capital Partners. His career has focused on growth and innovation in the wealth management and asset management industries.
Valence launches wealth management firm built around the client, not the advisor.
Founded by former Goldman Sachs, Morgan Stanley and Fidelity Technology executives and a premier fintech venture investor, the firm redefines how complex financial lives are managed.
