Sam Valeo, CIMA, CFP, CRPS
Senior Vice President - Wealth Management
Senior Portfolio Manager
Corporate Retirement Director
401(k) Consulting Director
Sam Valeo is a Senior Vice President of Wealth Management at Morgan Stanley*. Since 1991, Mr. Valeo has been providing institutions and families with objective advice and premier services to protect, manage and grow wealth.
His focus is sophisticated asset allocation and manager analysis utilized in the development of efficient portfolios suited to client needs and the management of discretionary investment portfolios. Mr. Valeo develops these portfolios with an emphasis on principal protection in addition to wealth creation.
Mr. Valeo obtained the Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business at the University of Pennsylvania. He is a CFP (Certified Financial Planner), CRPS, Chartered Retirement Plan Specialist, and AAMS® (Accredited Asset Management Specialist). Sam also holds a Bachelor of Science in Finance from Eastern Illinois University. Since 1992, Mr. Valeo has been teaching investment classes and he has been a frequent speaker for many Fortune 500 companies on a variety of Wealth Management related topics. Mr. Valeo lives with his wife and 3 children in Hinsdale, Illinois. He is an avid runner, coach for his children’s baseball and soccer, and enjoys contributing to the community through a number of local organizations.
Client Service Associate
Compile plan reviews and fund performance reports. Runs analytics on fund lineups, assist in development of quarterly review materials, Documents meeting notes, Coordinate plan sponsor vendor reviews. Jess will attend and assist with committee meeting materials and notes. She has an undergraduate degree in Finance from University of Illinois, Urbana-Champaign.