Valentine H.
Senior Financial Advisor @Merrill Lynch
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WORK HISTORY
Senior Financial Advisor @Merrill Lynch
With more than 24 years of financial services experience in Silicon Valley, Valentine Huang is a Portfolio Manager and Senior Financial Advisor who caters to corporations, affluent investors and families. He strives to personalize his service by delivering bespoke strategies to help clients meet their most complex corporate cash and wealth management goals. Prior to joining Merrill, Valentine was a Portfolio Manager and Wealth Advisor at Morgan Stanley\'s Menlo Park office on Sand Hill Road where he was also a Dedicated Equity Plan Specialist focused on helping clients to diversify their concentrated stock positions in a tax efficient manner. He also strategically partnered with Morgan Stanley\'s Venture Services team where he worked closely with Venture Capital clientele to address their financial needs. Valentine also served as a Director and Vice President at various investment banks including Barclays Capital and Lehman Brothers as Head of their west coast Asia ex-Japan institutional equities desk. Valentine is a graduate of the University of California Davis with a Bachelor of Arts in Economics and is Series 7, 63, and 65 FINRA registered. He lives in Belmont with his three sons and enjoys playing piano, golf, tennis, running, hiking, museums, symphonies, concerts and dining out.*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
EDUCATION
University of California System
Bachelor's Degree
ABOUT VALENTINE H.
Located in the heart of Silicon Valley, Valentine brings over 24 years of investment banking and wealth management experience to work with individuals, families, business owners, executives and institutions. He and his teammates help their exceptional clientele make informed investment decisions, preserve and grow their assets, and secure their legacies. Our results-driven approach emphasizes comprehensive planning, portfolio risk management, transparent and competitive fees, while leveraging our institutional background to bring a sophisticated perspective to our clients\' most complex wealth management needs. We are constantly striving to gain trust and understand your family\'s unique issues by asking the right questions. We are proud of our team\'s attention to detail and the ability to offer our clients the combined resources and banking solutions of Bank of America and the investment resources of Merrill. We welcome the opportunity to serve you and your family.
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