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Carol Valencia

Advisor

    Carol Valencia is an Advisor in Pathstone’s Los Angeles office. She works along with various Associate Directors and Senior Management to provide ultra-high net worth families with a range of services including asset allocation, investment performance reporting and other various day-to-day operations. In addition to her client advisory responsibilities, Carol is a member of the Investment Advisor Manual Committee.

     

    Prior to joining the firm in 2018, Carol worked at State Street Bank & Trust in their Derivatives Department and assisted with fund accounting, financial reporting, and reconciliation. She was also part of the Accelerated Associate Program which was a development program with formal classroom and web-based training modules, coaching provided by a mentor, and structured networking opportunities.

    Carol graduated from the University of California, Davis with a Bachelor of Science in Managerial Economics and a minor in Communications. While at Davis, she was president of the Economics Business Student Association, the largest business organization on campus.

    Carol grew up in the greater Los Angeles area. Outside of work, Carol enjoys spending time with friends and family, tutoring, and watching the Los Angeles Dodgers.

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    Carol Valencia is an Advisor in Pathstone’s Los Angeles office. She works along with various Associate Directors and Senior Management to provide ultra-high net worth families with a range of services including asset allocation, investment performance reporting and other various day-to-day operations. In addition to her client advisory responsibilities, Carol is a member of the Investment Advisor Manual Committee.

     

    Prior to joining the firm in 2018, Carol worked at State Street Bank & Trust in their Derivatives Department and assisted with fund accounting, financial reporting, and reconciliation. She was also part of the Accelerated Associate Program which was a development program with formal classroom and web-based training modules, coaching provided by a mentor, and structured networking opportunities.

    Carol graduated from the University of California, Davis with a Bachelor of Science in Managerial Economics and a minor in Communications. While at Davis, she was president of the Economics Business Student Association, the largest business organization on campus.

    Carol grew up in the greater Los Angeles area. Outside of work, Carol enjoys spending time with friends and family, tutoring, and watching the Los Angeles Dodgers.