Michael Zaremsky is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously worked at Lazard Asset Management LLC and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, modular financial planning, and multiple wrap fee programs with an investment approach based on client-specific risk guidelines and a proprietary Valuation Analysis for equity selection.

Leticia Cruz is a financial advisor at Valley Wealth Managers, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and various wrap fee programs based on client-specific risk guidelines and a proprietary equity valuation process.

Jamie Casey is a financial advisor at Valley Wealth Managers, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Bank Leumi USA and Leumi Investment Services. Jamie is based in New York, NY. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion for institutional clients and individual investors, including high-net-worth households. The firm employs a multi-advisor team approach and utilizes client-specific guidelines, tactical allocations, and a proprietary Valuation Analysis in its discretionary portfolio management and wrap fee programs.

Christopher Wilson is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Leumi Investment Services Inc. from 2015 to 2022. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs. Their investment process incorporates client-specific guidelines and a proprietary Valuation Analysis to inform equity selections, with portfolios constructed from individual securities, mutual funds, and ETFs.

Yi Ji is a CFA® charterholder and Series 63 licensee with one year of industry experience. He is currently affiliated with Valley Wealth Managers, Inc., Valley Financial Management, Inc., and Valley National Bank. His prior experience includes roles at York Bridge Wealth Management and Commonwealth Financial Network. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion and serving institutional and high-net-worth clients. The firm employs a multi-advisor team approach with discretionary portfolio management based on client-specific risk and equity targets, utilizing proprietary valuation analysis and committee-managed model portfolios.