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.
Dave Polhill, Financial Advisor came to Morgan Stanley in 2012 after having spent a number of years working at a large multi-national bank.
He provides the one-on-one participant sessions to the 401(k) clients of the group. Educates participants on plan benefits and provides financial planning for the participants in the plan.
Mr. Polhill holds an MBA from the University of Illinois and has served our country as a member of the Armed Services in the original Gulf War. He has experience in the derivatives market having consulted for the Shanghai Future’s Exchange in China. Prior to that he spent 15 years as an entrepreneur, establishing and operating 4 new offices in the temporary labor industry. He is Fluent in Spanish. In his spare time he enjoys spending time with family and watching his son’s football games.