Virtue Asset Management LLC

David Valenti is a CFP® professional with five years of experience at Virtue Asset Management LLC and 30 years at Bank of America Private Bank. He is also a licensed, non-practicing attorney in the state of Illinois. Virtue Asset Management advises individual and high-net-worth clients through discretionary asset management and integrated financial planning, utilizing a client-tailored investment process that incorporates quantitative optimization, risk/return analysis, and derivative strategies consistent with client objectives and risk tolerance.

Lorie Shah is a CFP® affiliated with Virtue Asset Management LLC in Barrington, IL, with three years of experience at the firm. Prior to her advisory role, she has worked as a substitute teacher in Oak Park School District 97 since 2018. Virtue Asset Management advises individual and high-net-worth clients through discretionary asset management and integrated financial planning. The firm employs a client-tailored investment process that incorporates quantitative optimization, risk/return analysis, and derivative strategies, serving approximately 80 client relationships across multiple offices.

Robert Finley is a CFP® professional with nine years of industry experience, currently serving as an advisor at Virtue Asset Management LLC since 2016. He is based in Barrington, IL, and serves on the Barrington Chamber Board as well as acting as Treasurer for the Evergreen Cemetery Non Profit Association. Virtue Asset Management advises individual and high-net-worth clients through discretionary asset management and integrated financial planning, utilizing a client-tailored investment process that incorporates quantitative optimization, risk/return analysis, and derivative strategies consistent with client objectives and risk tolerance.