Valerie Mosley is CEO of Valmo Ventures, which invests in and advises companies and organizations that add value both to investors and to society and identifies attractive investment and impact returns in alternative markets. She also is on the Investment Advisory Committee for the New York State Common Retirement Funds a Top 25 Most Responsible Funds Globally by Bretton Wood II, Risk Committee for the UAW Retiree Medical Benefits Trust. Valerie also serves on the board of Eaton Vance, Dynex and Progress Investment Trust, the first Emerging Manager Fund of Funds Complex. Valerie was Senior Vice President, Partner, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP, a $900 billion global money management firm. During her 20-year tenure at the firm, Valerie directly managed billions for clients. Valerie also chaired the firm’s Industry Strategy Group, which took a long-term perspective to identify trends, headwinds and tailwinds impacting various industries. As a member of several investment strategy groups, Valerie helped established investment parameters to which team portfolio managers adhered. Valerie began her career at Chase Manhattan Bank, where she was a Commercial Lending Officer for financial institutions (1982 – 1984). After receiving her MBA from the Wharton School of Business in 1986, Valerie sold institutions corporate and mortgage bonds on Wall Street at Kidder Peabody (1986 – 1990). Fascinated with money management, Valerie became Chief Investment Officer at P.G. Corbin Asset Management (1990 – 1992) and joined Wellington Management as an investor in 1992.
Valerie is on the board of New Profit, a philanthropic venture firm that helps social entrepreneurs scale businesses. Valerie enjoys helping others grow their self-worth and net worth (TED Talk), created financial fluency courses for high school teachers and students, and speaks about Managing Money and Life Parallels.
Valerie graduated in 1982 with a BA in History from Duke, where she served as President and Vice President of the student body. Valerie has received several awards, including being identified as The International Person of the Year by The UK’s Power List, one of the 50 Most Powerful Women in Business and one of the Top 75 African Americans on Wall Street by Black Enterprise Magazine.
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