Valerie Mosley created Valmo Ventures to advise and invest in companies and organizations that add value both to investors and society. Valerie is working with a private equity effort to enhance diversity in senior management teams of companies purchased. In addition, she advises New York State Common Retirement Funds, which Bretton Wood II identified as one of the top 25 most Responsible Funds globally and the UAW Medical Benefits Trust, which has included diversity in its investing mandate.
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 and a founding member of the American Red Cross of Massachusetts Bay Tiffany Circle Society of Women Leaders. Valerie enjoys helping others grow their self-worth and net worth, created financial fluency courses for high school teachers and students, and shares some “Parallels of Managing Money and Life”.
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 and one of the 50 Most Powerful Women in Business and one of the Top 75 African Americans on Wall Street by Black Enterprise Magazine.