Anthony Valeri

Anthony Valeri, CFA, serves as the Director of Investment Management and Executive Vice President of Wealth Management at Zions Bancorporation since March 2017, overseeing investment management operations including asset allocation and client communications. Previously, Anthony held significant roles at LPL Financial from 2002 to 2016, where contributions included serving as an Investment Strategist and managing investment portfolios exceeding $20 billion in assets under management. Anthony also provided fixed income analysis and led trading activities at LPL Financial during earlier tenures. The career began as an Analyst at Financial Automation in 1992. Anthony Valeri earned a BA in Quantitative Economics and Decision Sciences from UC San Diego in 1992.