Valley Wealth Managers, Inc.

Alejandro Feldman is a financial advisor at Valley Wealth Managers, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years prior to his current roles at Valley Wealth Managers, Valley National Bank, and Valley Financial Management. Feldman is also a licensed real estate agent, though his real estate activity is currently inactive. 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 high-net-worth individuals, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with an investment process based on client-specific risk guidelines and proprietary valuation analysis.

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.

John D'arco is a CFA® charterholder with three years of industry experience. He is currently with Hallmark Capital Management Inc and has previously worked at Prudential and New York Life. He is based in Paramus, NJ. 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. Their investment process uses client-specific risk guidelines and a proprietary Valuation Analysis to guide tactical allocations and equity selections.

Leanne Polizzano is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Valley Wealth Managers, Inc. She has worked at Hallmark Capital Management Inc. since 2016 and previously spent nine years at New Century Asset Management, Inc. 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, employing a client-specific investment process that incorporates tactical allocations and a proprietary Valuation Analysis to guide equity selections.

Shannon Littlejohn is a financial advisor at Valley Wealth Managers, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including LPL Financial LLC and SunTrust Advisory Services. Outside of her advisory role, she is a licensed real estate associate with Charles Rutenberg Realty since 2018. 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 multiple wrap fee programs guided by a proprietary valuation analysis and committee-managed model portfolios.

Shira Ketayi is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Valley Wealth Managers, she worked at JPMorgan Chase Bank and J.P. Morgan Securities. 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, modular financial planning, and multiple wrap fee programs. Their investment approach incorporates client-specific guidelines with tactical allocations and proprietary valuation analysis to inform equity selection.

Steve Erikson is a financial advisor at Valley Wealth Managers, Inc. with 20 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Valley Wealth Managers in 2024, he spent over 18 years at Hallmark Capital Management, Inc., followed by a brief retirement period. Outside of his advisory role, he is involved in business consulting. 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 and individual clients, including high-net-worth households, offering discretionary portfolio management and modular financial planning based on client-specific risk and equity targets.

David Marks is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Infinex Investments, Inc., Popular Community Bank, CitiGroup, and J.P. Morgan in various capacities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team, serving institutional clients and high-net-worth individuals. The firm employs a client-specific investment process combining tactical allocations and proprietary valuation analysis to construct portfolios that include individual equities, bonds, mutual funds, and ETFs.

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.

Oscar Moraga is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley 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, offering discretionary portfolio management and modular financial planning based on client-specific guidelines and a proprietary valuation analysis.

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 and has worked at several firms, including Northwestern Mutual Investment Services LLC and Valley National Bank. 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 and modular financial planning based on client-specific risk and equity guidelines.

Anthony Amaro is a financial advisor at Valley Wealth Managers, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked 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 multiple wrap fee programs with a client-specific, tactical investment approach.

Mark Bubien is a financial advisor at Valley Wealth Managers, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs for eight years and JPMorgan Securities LLC for three years. He serves on the Professional Advisory Committee for the DuPage Foundation as a volunteer. Valley Wealth Managers, Inc. manages approximately $2.32 billion through a multi-advisor team, serving institutional clients and high-net-worth individuals. The firm employs a client-specific investment process that combines tactical asset allocation with a proprietary valuation analysis to guide equity selection and offers a range of portfolio management and financial planning services.

Martin Gale is a CFP®, ChFC®, and Series 66-licensed advisor with 14 years of industry experience. He is currently with Hallmark Capital Management, a part of Valley Wealth Managers, Inc., where he has worked since 2015. Based in Tampa, FL, he is part of a multi-advisor team at Valley Wealth Managers. 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 uses a client-specific investment process with tactical allocations informed by a proprietary Valuation Analysis and offers discretionary portfolio management alongside modular financial planning and multiple wrap fee programs.

Marlon Cruz is a financial advisor at Valley Wealth Managers, Inc. with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Leumi Investment Services Inc. and J.P. Morgan Securities LLC. 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, employing a client-specific investment process that includes tactical asset allocation and proprietary equity valuation methods.