Jeff Vallera

Jeff Vallera, CFA, is a seasoned financial professional with extensive experience in financial analysis, reporting, and modeling across various industries. Currently serving as a Sr Financial Systems Analyst at Cynosure, LLC since March 2020, Jeff previously held positions as a Sr Financial Analyst at John Hancock Investments, where responsibilities included expense reporting and budgeting for $200MM and over 500 personnel, along with building a robust expense allocation model for profitability reporting. Earlier roles include financial analyst positions at Security Innovation, where Jeff managed financial reporting for a $15MM company, and Fidelity Investments, where achievements included leading credit risk analysis and earning a finance excellence award. Jeff holds an M.S. in Investment Management from Boston University's Questrom School of Business and a B.S. in Finance from Bentley University.