Anthony Valeri is an Executive Vice President and Director of Investment Management with Zions Bancorporation, N.A.  In this role, he chairs both the Investment Committee and the Trust Investment Committee and his responsibilities include portfolio construction, asset allocation, client communication and investment analysis in support of Wealth Management.  Anthony works with our clients to help them understand complex financial strategies and market dynamics.

Anthony graduated from the University of California at San Diego with his Bachelor of Arts degree in Quantitative Economics & Decision Sciences and is a Chartered Financial Analyst.  He has more than 25 years of experience in wealth management and financial services.

Wealth Management

NB|AZ Wealth & Fiduciary Services provides tailored strategies designed to address specific financial needs, goals and aspirations.  From planning and investment management to business transition strategies, NB|AZ Wealth & Fiduciary Services offers access to products, solutions and services designed for individuals and families, private business owners, corporations, foundations, endowments and nonprofits.