Mike Valone, CFA, CAIA

Vice President,
Financial Advisor

Education & Other Highlights

Mike Valone is an endowment, foundation, and nonprofit financial advisor based in Tampa, FL.

Mike joined CapTrust Advisors in Tampa in 2014. Mike is currently a vice president and financial advisor responsible for providing investment advisory services to fiduciaries of foundations. Mike has worked in the industry since 2012. Mike holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.


  • Bachelor of Science degree in business with a concentration in finance and economics from the University of South Florida

Industry Designations

  • Chartered Financial Analyst
  • Chartered Alternative Investment Analyst

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2021 (Team Bailey)
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Tampa)


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