Jeff Vallera

Jeff Vallera, CFA, is an experienced financial professional with a strong background in financial planning, reporting, and analysis. Currently serving as Financial Planning and Reporting Manager at Cohere Health since November 2025, Vallera previously held key positions including Sr Financial Systems Analyst at Cynosure, LLC., where implementation of Adaptive Insights significantly improved financial reporting efficiency. Earlier roles include Sr Financial Analyst at John Hancock Investments, Financial Analyst at Security Innovation, and various analytical positions at Fidelity Investments. Vallera possesses a Master’s degree in Investment Management from the Questrom School of Business at Boston University and a Bachelor’s degree in Finance from Bentley University.