Valeo Financial Advisors LLC
Jamie Vladuchick, CFA is currently serving as the Director of Portfolio and Wealth Advisory at Valeo Financial Advisors LLC, where they are responsible for establishing and overseeing the management and strategic development of the family office to serve ultra-high-net-worth individuals and families. Prior to this role, Jamie worked as an Investment Analyst at Windsor Wealth Management for a period of 8 years, where they created customized reports, analyzed cash flow models, and made investment recommendations. Before that, Jamie worked at Charles Schwab as a Senior Specialist in Trade Support, managing the firm's financial risk and providing trading support to brokers. They also held the role of Registered Representative at Charles Schwab, where they created trading trainings and assisted clients with trading platforms and strategies.
Jamie Vladuchick, CFA, pursued a Bachelor of Science degree in Financial Counseling and Planning at Purdue University from 2003 to 2008. They also obtained their Chartered Financial Analyst (CFA) charterholder certification from the CFA Institute. The exact year and month of attainment for the CFA charterholder certification are not provided.
Valeo Financial Advisors LLC
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Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.