New York, NY Office

Michael Zaremsky is a financial advisor at Valley Financial Management, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Lazard Asset Management and Bank Leumi USA. Valley Financial Management operates the Valley Digital Investor platform, offering discretionary portfolio management through an online, web- and mobile-based service for individual and high-net-worth clients. The firm uses automated model ETF portfolios tailored to client profiles and requires electronic account management through Valley National Bank.

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. with five years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and Valley National Bank. Valley Financial Management operates as Valley Digital Investor, providing online discretionary portfolio management and automated implementation of model ETF portfolios for individual and high-net-worth clients. Clients interact exclusively through a web- and mobile-based platform and maintain accounts with Valley National Bank to fund and receive distributions.

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.

Jamie Casey is a financial advisor at Valley Financial Management, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank Leumi USA and Valley National Bank. Valley Financial Management, operating as Valley Digital Investor, provides discretionary portfolio management and automated ETF model implementation through an online platform serving individual and high-net-worth clients. The firm’s investment approach uses client information to generate target portfolios that are automatically managed and rebalanced without direct trading by clients.

Chagit Raskin is a financial advisor at Valley Financial Management, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Leumi Investment Services Inc. from 2015 to 2022. Valley Financial Management operates as Valley Digital Investor, providing online discretionary portfolio management and automated implementation of model ETF portfolios for individual and high-net-worth clients. The firm’s platform selects and manages target portfolios based on client information, emphasizing automated rebalancing and limited client trading within a web- and mobile-based environment.

Ayelet Kindler is a CFP® professional with 26 years of experience in the financial industry, currently serving at Valley Financial Management, Inc. in New York, NY. Her prior experience includes roles at Leumi Investment Services Inc. and Bank Leumi USA, where she worked for over two decades. Valley Financial Management operates the Valley Digital Investor platform, providing online discretionary portfolio management and automated ETF model implementation for individual and high-net-worth clients through a web- and mobile-based service that integrates account funding and distributions with Valley National Bank.

Eliyahu Engelman is a financial advisor at Valley Financial Management, Inc. in New York, NY, with six years of industry experience. He holds the Series 66 designation and has previously worked at Leumi Investment Services Inc. since 2016. Valley Financial Management operates the Valley Digital Investor platform, serving individual and high-net-worth clients through an online portal that provides discretionary management and automated implementation of model ETF portfolios based on client profiles. The firm requires electronic-only relationships and integrates banking services through its parent company, Valley National Bank.

Carlos Batista Gutierrez is a financial advisor at Valley Financial Management, Inc. with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Neuberger Berman, Fidelity Investments, Bank of America, Merrill, JPMorgan Chase Bank, and other financial institutions. Valley Financial Management operates as Valley Digital Investor, offering individual and high-net-worth clients discretionary portfolio management through an online platform that uses client information to implement and rebalance model ETF portfolios automatically. The firm requires electronic account management and funding through Valley National Bank.

John Gianni is a financial advisor with Valley Financial Management, Inc. in New York, NY, holding Series 65 and Series 63 licenses and seven years of industry experience. He has been with Valley Financial Management since 2022 and also has experience at Valley Wealth Managers, Inc. 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. The firm serves individual and high-net-worth clients who maintain accounts with Valley National Bank and offers target portfolios tailored to client profiles that are automatically managed and periodically rebalanced.