Claraphi Advisory Network
Chief Executive Officer
Area of Expertise: To Market - The New Business Plan
Vali is a veteran of the industry. He has over 30 years of experience in retail broker-dealer and investment management operations and accounting. His extensive experience in asset management and advisory business includes building and managing systems and processes, as well as developing asset management products. He was the CFO at PMC (Portfolio Management Consultants, Inc.) which is now Envestnet Asset Management, and CFO at Orbitex Financial Services, Inc.
In 2005, while the Managing Director of Brookstreet Capital Management, Vali created a unique and sought-after integrated portfolio management platform. His visionary system and excellent service model have resulted in a high degree of loyalty and following from advisors and employees.
In 2007, he joined National Asset Management (NAM) as a consultant and later became its President and CEO. There he designed and oversaw the development of its state-of-the-art AdvisorGuide platform, and managed all aspects of NAM’s operations.