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Mike Valone, CFA®

Mike Valone, CFA®

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 institutional retirement plan advisor based in Tampa, FL.

Mike joined CapTrust Advisors in Tampa in 2014. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Mike is currently a financial advisor responsible for providing investment advisory services to fiduciaries of foundations and endowments and comprehensive wealth management services to high-net-worth individuals. Mike has worked in the industry since 2012.


  • 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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