1 year ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
- With CAPTRUST Since 2017
- 813.218.5033
-
400 North Tampa St #1800
Tampa, FL 33602
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)
News & Resources
Retirement Plans
Announcements
2 years ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
Announcements
2 years ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Announcements
2 years ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
