Valeo Financial Advisors LLC
Tom Askey, CFA, serves as Chief Investment Officer at Valeo Financial Advisors LLC, a position held since October 2023. Prior to this role, Tom was a Senior Equity Research Analyst at Allspring Global Investments from November 2021 to October 2023, and at Wells Capital Management from November 2013 to November 2021, focusing on equity research in buyside investing. Earlier career experiences include serving as Assistant Vice President of Corporate Finance at NXT Capital, where the focus was on leveraged finance for private equity-sponsored deals, and as a Senior Consultant and Consultant at Ernst & Young. Tom's educational background includes a Bachelor of Science in Finance and Operations Management from Indiana University Bloomington, complemented by internships in finance and investment banking during the academic years.
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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.