Michael Zaremsky is a financial advisor with Valley Wealth Managers, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Lazard Asset Management and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that combines equities, fixed income, and cash across portfolios, using individual securities and mutual funds or ETFs as appropriate, supported by an investment committee and third-party services.

Leticia Cruz is a financial advisor with Valley Wealth Managers, Inc. She holds Series 63 and Series 65 credentials and has eight years of industry experience. Her prior roles include positions at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm’s investment process is client-driven, with portfolios typically holding individual stocks and bonds alongside mutual funds and ETFs when suitable.

Amanda Spiteri is a financial advisor at Valley Wealth Managers, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and Louis Cannataro. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm offers discretionary investment management and financial planning, using a client-driven process that allocates among equities, fixed income, and cash based on documented client objectives.

Jamie Casey is a financial advisor at Valley Wealth Managers, Inc. with 15 years of industry experience. Casey holds the Series 66 designation and has worked at several firms, including Bank Leumi USA and Leumi Investment Services, before joining Valley Wealth Managers in 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, utilizing a mix of equities, fixed income, and cash tailored to client objectives, supported by strategic portfolios managed by an investment committee.

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 holds a Series 63 license, currently serving as a financial advisor at Valley Wealth Managers, Inc. in New York, NY, with two years of industry experience. Prior to joining Valley Wealth Managers, he worked at York Bridge Wealth Management and Commonwealth Financial Network. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process, allocating portfolios across equities, fixed income, and cash, with oversight from an investment committee that manages strategic and tactical allocations.

Daniel Bernzweig is a CFA® charterholder with 25 years of industry experience. He currently works at Valley Wealth Managers, Inc. and has held positions at Valley National Bank, Valley Financial Management, Inc., and Bank Leumi USA over his career. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm employs a client-driven investment process with a focus on strategic and tactical asset allocation across equities, fixed income, and cash.

Kevin Madrigal is a CFP® and ChFC® with nine years of industry experience. He is currently with Valley Wealth Managers, Inc. and has held positions at Valley National Bank, Bank Leumi USA, and Northwestern Mutual. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm uses a client-driven investment process that combines strategic and tactical allocations across equities, fixed income, and cash, with most portfolios holding individual securities alongside mutual funds and ETFs when suitable.

Eliyahu Engelman is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, holding a Series 66 designation with six years of industry experience. He has worked at Leumi Investment Services Inc. since 2016 and has been affiliated with Valley Wealth Managers, Valley National Bank, and Valley Financial Management since 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm offers discretionary investment management and financial planning, using a client-driven process that allocates among equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs when appropriate.

Carlos Batista Gutierrez is a financial advisor with Valley Wealth Managers, Inc. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior roles include positions at Neuberger Berman, Fidelity Investments, Bank of America, Merrill, JPMorgan Chase Bank, and Sterling National Bank. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment approach, allocating assets across equities, fixed income, and cash, with strategic oversight from an investment committee and use of third-party services for portfolio management and reporting.