Our Team
Meet our exceptional team of professionals dedicated to preserving and growing wealth across generations
Our Team Philosophy
At Smart Investing, we believe that exceptional wealth management requires more than just financial expertise—it demands a diverse team with complementary skills and perspectives. Our professionals bring together backgrounds in investment banking, family office management, cybersecurity, tax planning, and technology to create a holistic approach to wealth preservation and growth.
We operate as a collaborative unit, ensuring that each client benefits from our collective wisdom rather than relying on a single advisor. This team-based approach allows us to provide specialized expertise while maintaining a cohesive strategy aligned with your unique goals and values.
Our professionals are selected not only for their technical expertise but also for their commitment to client service, discretion, and integrity. We understand that wealth management is fundamentally about trust, and we work tirelessly to earn and maintain yours through transparent communication and unwavering ethical standards.
Julia Valentine
Solutions-focused fintech consultant providing advisory services to boards and management teams
Experienced Leadership for Complex Financial Challenges
Julia Valentine brings over 20 years of expertise from top financial firms including JPMorgan Chase, D.E. Shaw, and Mousse Partners (one of the world's largest family offices).
As a Vice President at JPMorgan Chase, she led the integration of global equity derivatives portfolios into value-at-risk systems, implemented program trading solutions, and reengineered risk infrastructure through automation - saving $4.5M annually.
Her deep expertise spans technology & operations assessment, system architecture, cloud strategy, cybersecurity, digital transformation, and advanced technologies including AI, ML, RPA, and blockchain.
Meet Our Expert Team
Our team brings together decades of experience from leading financial institutions and technology companies
Investment & Wealth Management
Our wealth management experts specialize in preserving and growing family assets through sophisticated investment strategies, intergenerational planning, and comprehensive financial advisory services.
Sophia Smith
Partner
Matilda Penrose
Senior Partner, F-Prime Capital
Tracy McWilliams
Global Ventures
Mark Shifke
Chief Financial Officer
Chris Dixon
Investment Strategist
Technology & Innovation
Our technology strategists bring expertise in emerging tech, venture capital, blockchain, and AI to identify transformative investment opportunities and drive innovation.
Marc Andreessen
Tech Venture Capital
Sepandar "Sep" Kamvar
Tech Innovation
Benjamin Abraham Horowitz
Venture Strategy
Balaji Srinivasan
Crypto Innovation
Joseph Lubin
Blockchain Strategy
Security & Compliance
Our security and compliance experts provide guidance on cybersecurity, risk management, regulatory compliance, and data protection to safeguard assets and operations.
Anthony M. Carter
Senior Advisor to AlphaMille
Mike Wilkes
Chief Information Security Officer
Marta Belcher
President
Edith Yeung
Early-Stage Investment
Specialized Knowledge for Complex Challenges
Our team specializes in addressing complex financial challenges with innovative solutions
AI Portfolio Optimization
AI arbitrage robots process massive amounts of data at an unparalleled speed, outperforming traditional trading strategies with advanced machine learning algorithms.
Learn moreWealth Protection
Our team specializes in identifying and defending against sophisticated threats like romance scams that target high-net-worth individuals with manipulative tactics.
Learn moreFamily Office Services
We provide comprehensive family office solutions from technology infrastructure to governance frameworks that support intergenerational wealth transfer.
Learn moreLegacy Planning
Our approach to legacy planning focuses on both financial assets and the transmission of values, culture, and purpose across multiple generations.
Learn moreReady to Work With Our Team?
Schedule a consultation with one of our expert advisors to discuss your financial goals
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