ANTHONY VALERI, CFA
Executive Vice President | Director of Investment Management
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.
Disclosures
Trust & fiduciary investment services are provided through Wealth & Fiduciary Services within Wealth Management, a division of Zions Bancorporation, N.A. Investment products and services are NOT insured by the FDIC or any federal or state governmental agency, are NOT deposits or other obligations of, or guaranteed by, Zions Bancorporation or its affiliates, and MAY be subject to investment risks, including the possible loss of principal value or amount invested. National Bank of Arizona is a division of Zions Bancorporation, N.A.