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Jeff de Valdivia

Investment Advisor & Founder at Fleurus Investment Advisory

Jeff de Valdivia Email & Phone number

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(***) ***-****

Jeff de Valdivia Current Workplace

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Phone Number

Number of Employees

Jeff de Valdivia Work Experience Summary

Number of companies worked for

5

Average duration at a company (years)

7

Number of job titles

6

About Jeff de Valdivia

Jeff de Valdivia is an Investment Advisor & Founder at Fleurus Investment Advisory based in Fairfield, Connecticut. Previously, Jeff was a Senior Director, Investments at University of Wisconsin-Madison and also held positions at Calyon, Groupe Credit Agricole. Jeff received a Bachelor of Business Administration degree from CERAM Sophia Antipolis and a Master of Business Administration from University of Wisconsin-Madison.Explore more

Jeff de Valdivia Current Workplace

Fleurus Investment Advisory

2014-present (11 years)

Fleurus Investment Advisory, LLC is a fee-only independent registered investment advisor (RIA) based in Weston, CT, providing personalized and professional Financial Planning and Investment Management Services in a conflict-free environment. They focus on comprehensive financial planning, retirement planning, and investment management to help clients organize, grow, and protect their assets, serving clients nationally with a particular emphasis on the community as a fiduciary. Their services include financial planning with recommendations on investments, retirement, tax, insurance, and estate planning, and investment management tailored to clients' return objectives and risk tolerance.

Jeff de Valdivia Work Experience & Education

Number of companies worked for

5

Average duration at a company (years)

7

Number of job titles

6
Work Experience

Work Experience

Senior Director, Investments

University of Wisconsin-Madison

2011-2013

Managing Director, Deputy Chief Executive Officer

Amundi IS America LLC (Credit Agricole Group)

2007-2010

Managing Director

Calyon

2004-2007

Financial Institutions Head of Risk

Groupe Credit Agricole

1999-2004

Education

Education

Bachelor of Business Administration - Business Administration and Management, General

CERAM Sophia Antipolis

Master of Business Administration - Finance, General

University of Wisconsin-Madison

Org Chart - Fleurus Investment Advisory

Investment Advisor & Founder

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Frequently Asked Questions Regarding Jeff de Valdivia

What company does Jeff de Valdivia work for?
Jeff de Valdivia works for Fleurus Investment Advisory as Investment Advisor & Founder
What is Jeff de Valdivia’s role in Fleurus Investment Advisory?
Jeff de Valdivia’s role in Fleurus Investment Advisory is Investment Advisor & Founder
What is Jeff de Valdivia’s direct phone number?
Jeff de Valdivia’s direct phone number is (***) ***-****
What is Jeff de Valdivia’s work phone number?
Jeff de Valdivia’s headquarters phone number is (203) 919-4980
What is Jeff de Valdivia’s latest job experience?
Jeff de Valdivia’s latest job experience is Senior Director, Investments at University of Wisconsin-Madison
What is Jeff de Valdivia’s latest education?
Jeff de Valdivia’s latest education in Bachelor of Business Administration - Business Administration and Management, General at CERAM Sophia Antipolis
Which industry does Jeff de Valdivia work in?
Jeff de Valdivia works in the industry of Investment Banking, Finance.
Who are Jeff de Valdivia’s peers at other companies?
Jeff de Valdivia’s peers at other companies are David Brown, Chris Berkel.
Who is Jeff de Valdivia?

Jeff de Valdivia is an Investment Advisor & Founder at Fleurus Investment Advisory based in Fairfield, Connecticut. Previously, Jeff was a Senior Director, Investments at University of Wisconsin-Madison and also held positions at Calyon, Groupe Credit Agricole. Jeff received a Bachelor of Business Administration degree from CERAM Sophia Antipolis... and a Master of Business Administration from University of Wisconsin-Madison.Read More

Where is Jeff de Valdivia based?
Jeff de Valdivia works for Fleurus Investment Advisory, located at United States
Who is Fleurus Investment Advisory’s Investment Advisor & Founder?
Fleurus Investment Advisory's Investment Advisor & Founder is Jeff de Valdivia
See more information about Jeff de Valdivia

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