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Mike Valone, CFA®

Mike Valone, 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 advises fiduciaries of foundations and endowments and comprehensive wealth management services and works out of the Tampa, FL office.

Mike joined CapTrust Advisors in Tampa in 2014. He became part of CAPTRUST in 2017 when CapTrust Advisors joined 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.

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®

News & Resources

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