Mr. Milano, Managing Member of Valencia Advisors LLC since 2010, is an awesome third party marketer with over 25 years experience in asset management and fund raising. He has a global diversified investor base, including Taft-Hartley Plans, Sovereign Wealth Funds, US Public Funds, Endowments, Corporate Plans, as well as Family Offices and Fund of Funds.
Vito commits much of Valencia's resources to minority and veteran related charities with a focus on grade school education, healthcare and human rights.
The firm is Hispanic owned and operated since 2010, and gives mainly through Rao's East Harlem related charities including MCHR Partnership Schools, RFK Human Rights and PS 290 NYC.
Prior to establishing Valencia Advisors, from 2007 to 2010, Mr. Milano managed the global sales team for Evolution Capital Management, an Asia focused alternative investment firm headquartered in the US with offices in Asia.
Mr. Milano began his career at Banker’s Trust Company in the 90's trading currencies and global markets managing multiple proprietary and market-making strategies. He built currency sales and trading desks which covered Sovereign Wealth Funds, Central Banks, Funds and Corporations. Mr. Milano received his B.S. Economics degree from The Wharton School, University of Pennsylvania (Magna Cum Laude, 1990). Mr. Milano is married with 3 children and is living in New York.
When not working, Vito enjoys everything Spanish and Italian especially our food, wines, language and traditions.
We employ a comprehensive long-term advisory approach for our clients, shaping effective bespoke marketing materials and processes and generating high level investor and industry visibility. Our large investor base is composed of primarily institutions; we represent our clients to endowments, family offices, sovereign wealth funds, fund of funds, Taft-Hartley investors, corporate and public pension plans, foundations, as well as provide access to large global institutions. Valencia Advisors works in association with Profor Securities LLC, a registered broker-dealer, member of the Financial Industry Regulatory Authority (FINRA).
Patrick O'Meara is the Founder and President of Profor Securities, LLC which has a strategic alliance with Valencia Advisors. Throughout his 20-year career on Wall Street Mr. O'Meara has established a reputation as a remarkable salesman and maintains a successful track record marketing funds. He is well respected by his global contact base of investors.
Prior to establishing Profor Mr. O'Meara was a Managing Director of Marketing and Client Relations at the hedge fund Clinton Group where he ran the department for 9 years and supervised a 9-member team of marketing and client service professionals. Assets in hedge fund products at Clinton Group peaked at $6 billion.
Patrick A.K.A "Whitey" is an awesome mentor and best friend to capital raisers at both his BD affiliated with Valencia and some of the largest alternative investment firms in the world. He has a wonderful wife and two children and lives in New York. He doesn't cook but knows his restaurants like nobody else.
Ms. Cloquell Founded Valencia Advisors in 2010 succeeding in her vision to create a diverse asset gathering firm that "does well by doing good". She manages operations of the firm and her HR focus ensures an ethnically diverse team. Prior to Valencia, Josephine managed Spanish based businesses operating in the USA.
Josephine received a marketing degree from UCLA, far way from her upbringing in Valencia, Spain. She manages Hispanic charitable initiatives for Valencia. Josephine has three great daughters and makes an awesome paella.