Mike Valone, CFA, CAIAVice President, Financial Advisor
- 400 North Tampa Street
Tampa, FL 33602
Mike joined CapTrust Advisors in Tampa in 2014. He became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Mike is currently a vice president and 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
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
- Tampa, FL
- Favorite Book or Movie:
- Goodnight Moon | Jurassic Park
- Ideal Dinner Guest:
- My wife, oldest son, and youngest son
- Words to Live By:
- Anyone who has never made a mistake has never tried anything new.
- Qualities I Admire in People:
- Honesty, humility, and determination