Valley FInancial Management, Inc.

Shannon Littlejohn is a financial advisor at Valley Financial Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, and SunTrust Advisory Services. Outside of her advisory role, she is a licensed real estate associate with Charles Rutenberg Realty since 2018. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated ETF-based investment solutions to individual and high-net-worth clients through an online platform, requiring accounts at Valley National Bank for funding and distributions.

Varda Tal is a financial advisor at Valley Financial Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Leumi Investment Services Inc and Bank Leumi USA. Outside of her advisory role, she is a member of Vtal Property LLC. Valley Financial Management operates under the Valley Digital Investor platform, providing online discretionary portfolio management and automated ETF model implementations for individual and high-net-worth clients who use Valley National Bank accounts. The firm employs a rules-based approach to portfolio selection and rebalancing based on client profiles and market conditions.

David Marks is a financial advisor at Valley Financial Management, Inc. in Morristown, NJ, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Valley Wealth Managers, Popular Community Bank, Infinex Investments, and CITIGROUP. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform that automates model ETF portfolio implementation and rebalancing based on client profiles.

Allon Harris is a financial advisor with Valley Financial Management, Inc. in New York, NY, holding a Series 63 designation and 12 years of industry experience. He previously worked at Leumi Investment Services Inc. for eight years before joining Valley Financial Management and Valley National Bank. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated implementation of model ETF portfolios through an online platform for individual and high-net-worth clients. The firm’s investment approach is based on client profiles and offers six target portfolios that are automatically managed and periodically rebalanced.

Amanda Spiteri is a financial advisor at Valley Financial Management, Inc. in New York, NY, with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Northwestern Mutual Investment Services LLC and Valley National Bank. Valley Financial Management, operating as Valley Digital Investor, provides discretionary portfolio management and automated ETF model portfolios through an online platform designed for individual and high-net-worth clients. The firm relies on client information to generate target portfolios that are automatically implemented and periodically rebalanced.

Mark Bubien is a financial advisor with Valley Financial Management, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Valley Financial Management, he worked at Goldman Sachs, JPMorgan Securities LLC, JPMorgan Chase Bank, and Valley National Bank. He serves as a member of the Professional Advisory Committee for the DuPage Foundation in a volunteer capacity. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated ETF portfolio implementation through an online platform to individual and high-net-worth clients. The firm requires clients to open accounts with Valley National Bank and uses client information to generate and manage model portfolios ranging from conservative income to aggressive growth.

Kathleen Buske is a CFP® professional with 24 years of industry experience. She is affiliated with Valley Financial Management, Inc. and has worked at Hallmark Capital Management Inc since 2016. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated implementation of model ETF portfolios through an online platform for individual and high-net-worth clients. The firm uses client-provided information to generate target portfolios that it automatically implements and rebalances.

Andrew Jianette is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Valley Financial Management, Inc. and has prior experience at Valley National Bank, AE Wealth Management, Madison Avenue Securities, and E.A. Buck Financial Services. Outside of finance, he has worked at Powerhouse Gym Aiea and the University of Hawaii at Manoa. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform. The firm uses client information to implement and rebalance model ETF portfolios electronically, requiring clients to maintain accounts at Valley National Bank.

James Clarke is a financial advisor at Valley Financial Management, Inc. in New York, NY, holding a Series 66 designation with two years of industry experience. His work history includes roles at Valley Financial Management, Valley National Bank, and Leumi Bank. Valley Financial Management operates its advisory service, Valley Digital Investor, through an online platform that provides discretionary portfolio management and automated implementation of ETF model portfolios. The firm serves individual and high-net-worth clients who manage their accounts electronically and fund them through Valley National Bank.

Jaime Dashevschi is a financial advisor with Valley Financial Management, Inc. in Aventura, FL, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His work history includes roles at Leumi Investment Services Inc and Bank Leumi USA, where he spent roughly two decades before joining Valley Financial Management in 2022. Valley Financial Management operates its advisory service as Valley Digital Investor, serving individual and high-net-worth clients through an online platform that provides discretionary portfolio management and automated implementation of model ETF portfolios based on client profiles.

Jamie Casey is a financial advisor with Valley Financial Management, Inc. in New York, NY, holding a Series 66 designation and 15 years of industry experience. Prior to joining Valley Financial Management, Casey held positions at Bank Leumi USA and Leumi Investment Services. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform that automates ETF model portfolio implementation and rebalancing. Clients interact electronically and maintain accounts at Valley National Bank as part of the investment process.

Chagit Raskin is a financial advisor at Valley Financial Management, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at Leumi Investment Services Inc from 2015 to 2022 before joining Valley Financial Management and associated affiliates in 2022. Valley Financial Management, operating as Valley Digital Investor, provides discretionary portfolio management and automated implementation of model ETF portfolios through an online platform serving individual and high-net-worth clients. The firm offers six target portfolios based on client profiles and manages accounts electronically with periodic rebalancing and limited client trading options.

Ayelet Kindler is a CFP® professional with 26 years of industry experience. She is currently with Valley Financial Management, Inc. and has previously worked at Leumi Investment Services Inc. and Bank Leumi USA. Her credentials include Series 63 and Series 65 licenses. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated ETF model portfolios through an online platform. The firm serves individual and high-net-worth clients who transact electronically and fund accounts via Valley National Bank.

Carlos Batista Gutierrez is a financial advisor at Valley Financial Management, Inc. in New York, NY, holding Series 63 and Series 66 licenses with six years of industry experience. He previously worked at Neuberger Berman for four years and has held roles at Fidelity Investments, Bank of America, Merrill, JPMorgan Chase Bank, and other firms. Valley Financial Management operates under the Valley Digital Investor platform, providing discretionary portfolio management and automated ETF model implementation to individual and high-net-worth clients through an online interface. The firm’s portfolios are based on client profiles and are periodically rebalanced, with clients maintaining an electronic relationship and accounts through Valley National Bank.

John Gianni is a financial advisor at Valley Financial Management, Inc. with seven years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at Valley National Bank since 2016 and Valley Wealth Managers, Inc. since 2023. Valley Financial Management operates as Valley Digital Investor, offering individual and high-net-worth clients discretionary portfolio management through an online platform that uses automated model ETF portfolios based on client profiles. The firm requires clients to maintain a Valley National Bank account and manages portfolios ranging from conservative income to aggressive growth with periodic rebalancing.