Valerie works with individuals and families to determine investment goals and objectives, quantify risk tolerance, and develop an Investment Policy Statement which will drive portfolio allocation.
She joined Smith & Howard Wealth Management in 2016 as Director of Investments after spending the prior 19 years with SunTrust Bank, most recently as Senior Vice President and Investment Strategist in the Investment Advisory Group. In her role at SunTrust, Valerie was responsible for over $700 million in assets under management for individual clients, trusts and foundations. She spent several years early in her career at the Federal Reserve Bank of Atlanta.
As a member of the Investment Policy Committee, Valerie participates in monitoring and selecting investment managers and investment strategy for the firm.
Valerie holds the Chartered Financial Analyst (CFA) credential. She majored in finance and graduated from Georgia State University with a BBA degree, is a member of Atlanta Society of Finance and Investment Professionals and a former Equity and Alternatives Instructor for the CFA Review Course.
Valerie lives with her husband and two children in Atlanta, Georgia. She is a volunteer tutor for refugee families at the All Saints Episcopal Refugee Ministry. A native Atlantan, Valerie enjoys hiking, running, playing soccer and basketball with her children and spending time with extended family in Atlanta.