Valerie Mosely, CFA

Valerie Mosley is the founder of Upward Wealth, a fintech platform that democratizes the creation of personal and financial wealth. She also serves on the corporate boards of Envestnet (NYSE: ENV), DraftKings (NASDAQ: DKNG), Groupon (NASDAQ: GRPN), and Eaton Vance’s family of mutual funds.

Valerie retired as a Partner, SVP Portfolio Manager and Investment Strategist from Wellington Management Company, LLP, a $1 trillion global money management firm. During her 20-year tenure, she managed billions for clients, chaired the firm’s Industry Strategy Group, and served on several investment strategy groups that set key parameters for team portfolio managers to follow. She invested in public company and structured credit at Wellington and in private and impact company equity through Valmo Ventures.

Valerie is on the board of New Profit, a social venture capital firm. Valerie believes to whom much is given, much is required and speaks about parallels between managing money and managing life, and created financial fluency courses for high school teachers and students.

Valerie graduated with a BA in History from Duke, where she served as President of the student body. She earned an MBA in finance from the Wharton School of Business. Valerie has been recognized as The International Person of the Year by The UK’s Power List, One of the 50 Most Powerful Women in Business and one of the Top 75 African Americans on Wall Street by Black Enterprise Magazines. Some of Valerie’s greatest joys include time with her three children, being around nature, bike riding, and connecting with positive energy persons.