Valentina is responsible for building new client relationships. She is a member of Strategic’s Diversity, Equity, and Inclusion Committee, a cross-functional team that works to encourage and evaluate 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, formerly a subsidiary of TIAA Endowment & Philanthropic Services, 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 Endowment Management for Higher Education (February 2022), a publication released by the Association of Governing Boards of Universities and Colleges (AGB), and Endowment Management for Foundations and Nonprofits, published in 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 Black Owner and Women’s (BOW) Collective and the Board of Directors of ProYouth & Family Collective. Valentina is a Certified Investment Management Analyst (CIMA®) professional. Valentina 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 7,000 diverse and accomplished women from 33 nations on six continents.