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Mike Valone, CAIA®, CFA®

Mike Valone, CAIA®, CFA®

Vice President,
Financial Advisor

  • Tampa, FL
  • Goodnight Moon | Jurassic Park
  • My wife, oldest son, and youngest son
  • Anyone who has never made a mistake has never tried anything new.
  • Honesty, humility, and determination

Financial Advisors

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.

Education

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

Industry Designations

  • Chartered Alternative Investment Analyst (CAIA)
  • Chartered Financial Analyst®

Awards & Recognition

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