DESIGN THINKING AT UNIVERSITY OF CALIFORNIA RIVERSIDE
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UCR Extension Design Thinking
​Advisory Board Member

Vali Nasr

Claraphi Advisory Network
Chief Executive Officer

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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.

    Contact Vali Now!

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DESIGN THINKING EXECUTIVE PROGRAM at UCR Extension
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Empowering individuals and firms to re-imagine how they approach business in today's competitive landscape.
University of California, Riverside
1299 University Avenue, Suite 201
Riverside, CA 92507
Contact Us
Jonathan Labko
Program Director
jon.labko@mail.extension.ucr.edu
​951.824.6064​
  • Home
  • About
    • Design Thinking Difference
    • Instructors
    • UCR Extension
    • FAQ
  • Register
    • Register Now >
      • Online
    • Pay Now
    • Upcoming Class Dates
  • Program Info
    • Academic Overview
    • Curriculum
    • In-Class Experience
    • Online Experience
  • Corporations
  • Contact Us