Valerie Mosley CFA
Advisor, CEO of Valmo Ventures Former Senior Vice President, Partner and Investment Strategist, Wellington Management Company

/ / Advisors

Valerie Mosley created Valmo Ventures, which advises and invests in companies that add value both to investors and society. She is 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 advises Auditchain, the first decentralized, continuous audit and reporting protocol ecosystem, and serves on New York State’s Common Retirement Pension Fund Investment Advisory Committee and the UAW Retiree Medical Benefits Trust’s Risk 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 personally managed billions for clients. Valerie chaired the firm’s Industry Strategy Group, comprised of thought leaders from across the firm charged with identifying long-term headwinds and tailwinds impacting specific industries. Valerie was also a member of several of the firm’s investment strategy groups, which established the 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, Valerie worked in institutional corporate bond sales at Kidder Peabody (1986 – 1990). Prior to joining Wellington Management in 1992, she spent two years as Chief Investment Officer at P.G. Corbin Asset Management (1990 – 1992). Valerie serves on the New Profit Board, a philanthropic venture firm and initiated financial fluency courses for high schools. Valerie is a founding member of the American Red Cross of Massachusetts Bay Tiffany Circle Society of Women Leaders.

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 has been honored as one of the 50 Most Powerful Women in Business in the country and one of the Top 50 African Americans on Wall Street by Black Enterprise Magazine.