Josephine Cloquell | Founder and COO
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.
Patrick O'Meara | Senior Advisor
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.
Vito Milano | Founder and Managing Member
Mr. Milano, Managing Member of Valencia Advisors LLC since 2010, has over 25 years experience in asset management, family office advisory, and capital formation. He partners with 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 education and healthcare for schools and disabled veterans.
The firm is Hispanic owned and operated since 2010, and gives mainly through Rao's East Harlem related charities including MCHR Partnership Schools, BoulderCrest, Sloan Kettering, and the NYC School System.
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.
Team
MISSION: TO UTiLIZE OUR EXTENSIVE worldwide INVESTOR NETWORK TO BUILD OUR CLIENTS' BUSINESSEs.
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