Meet Valentina
Valentina co-manages the building of client partnerships. She also serves on Strategic’s Management Committee, Editorial Committee, and is a member of Strategic’s Diversity, Equity, and Inclusion Committee, a cross functional team that works to encourage diversity within our sphere of influence (our firm, our managers, our vendors) and to foster an equitable and respectful work environment throughout the firm. She has over 35 years of experience working in investment management holding senior leadership positions at Guggenheim Investments, iShares, and Lazard Asset Management. Prior to joining Strategic, she was a Director at Covariance Capital Management, where she headed a business development effort to provide comprehensive OCIO services to non-profits with complex investment and risk management needs. She contributed to the second edition of the Association of Governing Boards (AGB) books, Endowment Management for Higher Education (February 2022) and Endowment Management for Foundations and Nonprofits (October 2022) in partnership with AGB and the Council on Foundations.
She received a B.S. in Economics from the University of California at Los Angeles where she currently serves on the UCLA Department of Economics Board of Visitors. She also serves on the Advisory Board for the BOW (Black Owner and Women’s) Collective and the Board of Directors of PRO Youth & Family Collective. Valentina is a Certified Investment Management Analyst (CIMA®) professional. She has also been elected as a member of the International Women’s Forum (IWF). IWF's members are elected by IWF leadership and include more than 7,500 highly accomplished women considered to be leaders in their industry from 33 nations on six continents.