Our investment professionals have diverse educational and career backgrounds. We believe the best way to maintain a deeper understanding of investment priorities for our clients is to attract and retain proven professionals with varying perspectives and experiences.
Meet Our Team
Our members have been successful as institutional market makers, proprietary equity and options traders, portfolio managers, risk managers, investment advisors, business owners and insurance specialists.
Our varying educational backgrounds include bachelors, masters, legal and doctorate degrees from leading institutions where studies have included: economics, engineering, finance, information systems and technology, journalism, labor studies and law. These experiences provide us with the necessary perspective to develop effective processes to better achieve your family's investment goals.
Client Services Associate
How We Are Regulated
Pine Valley Investments is regulated by Federal, State,
and self-regulatory agencies, including those listed below.