[February 04, 2019] |
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Kara M. Valentine Joins Luxon Financial as Chief Marketing Officer and Head of Business Development
Luxon Financial LLC, an independent financial services firm and the
parent company of wealth manager Cary Street Partners LLC, announced
today that Ms. Kara M. Valentine has joined the firm as Chief Marketing
Officer and Head of Business Development. Valentine was most recently
Head of Marketing for Rockefeller Capital Management. Prior to
Rockefeller, she was Director of Marketing for Dynasty Financial
Partners, and served in leadership roles with Bank of America's Global
Wealth and Investment Management Division, working at both Merrill Lynch
and U.S. Trust, as well as with Morgan Stanley. In her new role with
Luxon Financial, Valentine will oversee marketing and business
development as Luxon continues to grow its wealth management, asset
management and insurance businesses, including expanding Cary Street
Partners' footprint in the Southeast, Midwest and Mid-Atlantic regions.
"Kara has extensive financial services marketing and business
development experience, having held leadership roles at some of the most
well-known firms in the industr," said Joseph R. Schmuckler, CEO of
Luxon Financial. "We are pleased to welcome Kara to our firm. Her broad
experience and proven track record will be a tremendous asset as we
continue to build brand awareness and attract experienced financial
advisors to the firm."
"Luxon Financial is a truly independent financial services firm that has
the culture, talent, platform and resources to capitalize on the
changing wealth management landscape," said Valentine. "I am thrilled to
be a part of building this brand and contributing to the firm's growth
going forward."
Valentine is a graduate of the Villanova School of Business where she
serves on the Advisory Council for the Center for Marketing and Consumer
Insights. She will be based out of Luxon Financial's Summit, NJ office.
About Luxon Financial
Luxon Financial LLC provides comprehensive wealth management services
including investment, estate planning and financial advice in a culture
dedicated to high performance, independence and objective thinking. Our
Cary Street Partners financial advisors serve families, institutions and
companies with customized solutions tailored to fit each client's
objectives for investments, life insurance, employee benefits, 401k and
other retirement needs. Through Luxon Global Portfolios, we maintain a
disciplined and objective approach in creating customized and turnkey
investment solutions which facilitate our clients' ability to manage
their desired asset allocation. Founded in 2002, Luxon Financial
operates across fourteen offices in five states in the dynamic
Mid-Atlantic, Southern and Midwest markets.
Note: Headshots, additional bios available
View source version on businesswire.com: https://www.businesswire.com/news/home/20190204005189/en/
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