Valerie Mosley created Valmo Ventures to advise and invest in companies that add value both to investors and society. She currently serves on the board of Eaton Vance’s family of mutual funds, Dynex, a NYSE mortgage REIT, and Progress Investment Management Company, a privately held Fund of Funds. She serves on New York State’s Common Retirement Pension Fund Investment Advisory Committee and the UAW Retiree Medical Benefits Trust’s Investment Risk Advisory Committee.
Valerie was Senior Vice President, Partner, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP, a $900 billion global money management firm. During her 20-year tenure at the firm, Valerie directly managed billions for clients. Valerie also chaired the firm’s Industry Strategy Group, comprised of thought leaders from across the firm charged with taking a long-term perspective to identify headwinds and tailwinds impacting industries. As a member of several investment strategy groups, Valerie helped established investment parameters to which team portfolio managers adhered.
Valerie began her career at Chase Manhattan Bank, where she was a Commercial Lending Officer for financial institutions (1982 – 1984). After graduate school, she worked in institutional corporate bond sales at Kidder Peabody (1986 – 1990). Prior to joining Wellington Management in 1992, she was Chief Investment Officer at P.G. Corbin Asset Management (1990 – 1992).
Valerie is on the board of New Profit, a philanthropic venture firm and a founding member of the American Red Cross of Massachusetts Bay Tiffany Circle Society of Women Leaders. As part of her mission to help others grow their self-worth and net worth, Valerie created financial fluency courses for high school teachers and students, and speaks about the “Parallels of Managing Money and Life”.
Valerie graduated in 1982 with a BA in History from Duke, where she served as President and Vice President of the student body. She received her MBA from the Wharton School of Business at the University of Pennsylvania in 1986 and served as President of The Wharton Club of Atlanta. Valerie was named UK’s Powerlist International Person of the Year 2017, and one of the 50 Most Powerful Women in Business and one of the Top 75 African Americans on Wall Street by Black Enterprise Magazine.