William Valentine, CFA
Bill was born and raised in Minnesota. He graduated from the University of Arizona with a Bachelor’s Degree in Business, majoring in Finance. The CFA Institute awarded him with the Chartered Financial Analyst designation in 1993. He holds the Series 2 & 65 licenses.
Prior to founding Valentine Ventures in 1997, Bill worked at Piper Jaffray & Hopwood, EF Hutton, and Fisher Investments. For six years, he was the host of “The Rich Life with Bill Valentine”, a syndicated radio talk show. Previously, he penned “The InvestMentor,” a syndicated column about investing. He’s noted for several prescient (and a few not-so-prescient) calls, including the forewarning of the Real Estate Crash.
Bill is a member of The CFA Institute – Portland Society and American Mensa and is a member of the Board of Trustees of The High Desert Museum. Previously, he served on the boards of Habitat for Humanity – San Francisco and The Cinnabar Arts Corporation. He and his wife Jessica are the parents of four young men, Lindsay, Callan, Tate, and Perry. They live in Bend, where Bill enjoys fly fishing for trout and steelhead, bird hunting and mountain biking.
Jay Kolar, CFP®
Jay is the lead Certified Financial Planner at Valentine Ventures and has over twenty years experience in the financial services profession. The CFP® Board of Standards issued his license in January of 2003 and he is also a NAPFA-Registered Financial Advisor. Jay graduated from the University of Texas at Austin in 1990 where he received a Bachelors of Business Administration degree in Finance.
Jay enjoys spending time with his two sons and experiencing the outdoor activities present in Central Oregon.
Kyle brings a unique perspective to The Wealth Academy after several years in the investment banking, corporate consulting, and equities trading industries. He is the Director of Valentine Advisory and is responsible for new business development and client service. Prior to his business career, Kyle spent over sixteen years as an Air Force pilot and is a decorated veteran of the wars in Iraq and Afghanistan. Kyle was raised in North Dakota and has an economics degree from the University of North Dakota. Kyle holds the Series 65 licenses.
Jon has 15 years of diverse experience in the financial services industry, working with broker-dealers, investment advisors, and hedge funds. Jon began his career at Banc of America Securities in San Francisco, serving sales, client service, and operational roles within their Prime Brokerage unit. Jon worked with Stadium Capital Management in the fields of trading, operations, and compliance. Jon helped launch Viewpoint Securities, a broker-dealer for small to mid-sized hedge funds; he has also worked directly with hedge fund managers, providing operational and marketing expertise. Jon has passed the Series 7, 63, and 65 examinations. In addition to managing operations for the firm, Jon is the Chief Compliance Officer. Jon graduated Miami University of Ohio in 1994 with a Bachelor’s Degree in philosophy and Spanish.
An avid photographer, Jon has had his work featured in many publications and many of his photos adorn the walls of Valentine Ventures. He enjoys all that Bend has to offer, particularly snowboarding, fly fishing and mountain biking, and he serves as a Director of the Central Oregon Avalanche Association. Jon has lived in Bend since 2003 with his wife Anouk, and their two children.