Bobby Hartnett

Director of Fixed Income Investments at Valeo Financial

Role: Director of Investments - Fixed Income at Valeo Financial Advisors LLC
Location: Carmel, IN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Director of Investments - Fixed Income
Valeo Financial Advisors LLC
Aug 2024 — Present · Carmel, IN, US

Education

Columbia University
Bachelor of Arts (B.A.), Economics
2006 — 2010

Contact information

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Work email
b••••••••@valeofinancial.com
Personal email
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Current company

Valeo Financial Advisors LLC

Financial Services · 206 employees · Founded 2003 · Carmel, Indiana, United States

Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.

valeofinancial.com

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Experience

Director of Investments - Fixed Income

Education

Columbia University

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