Valeo Financial Advisors Company Culture
Valeo Financial Advisors Culture
This score is derived from employee ratings & reviewsTop Rated Culture Dimensions
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Company Information
- Address
- Website
- www.valeofinancial.com/
- Founded
- 2003
Company Description
Valeo’s mission is to improve how clients consume and advisors deliver financial advice.
Key Executives
Name & Title
Bio
Greg Fulk
Chief Operating Officer
Greg Fulk serves as the Chief Operating Officer of Valeo Financial Advisors LLC. Greg started at Valeo Financial Advisors LLC in May of 2010. Greg currently resides in the Indianapolis, Indiana Area.
Charlotte Lippert
Chief Investment Officer
Charlotte Lippert serves as the Chief Investment Officer of Valeo Financial Advisors LLC. Charlotte started at Valeo Financial Advisors LLC in Apr of 2017. Charlotte currently resides in the Indianapolis, Indiana Area.
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Gender Score How positively women rate their overall experience at Valeo Financial Advisors
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Diversity Score How positively minorities rate their overall experience at Valeo Financial Advisors
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