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Mike Valone, CFA, CAIAVice President, Financial Advisor

  • 400 North Tampa Street
    Suite 1800
    Tampa, FL 33602
  • 813.218.5033
  • LinkedIn

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. 

EDUCATION

  • Bachelor of Science degree in business with a concentration in finance and economics from the University of South Florida

INDUSTRY DESIGNATIONS

  • Chartered Financial Analyst (CFA)
  • Chartered Alternative Investment Analyst (CAIA)

 

Personal Profile

Hometown:
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