William L. Valentine IV, CFA

Manager and President

William L. Valentine IV, CFA is the Manager, President and Chief Investment Officer of Valentine Ventures, LLC ("VVLLC"), a Wealth Management firm for affluent investors. Bill has worked in virtually every aspect of investment management including security analysis, portfolio management, securities trading, management, marketing, and client services. His expertise is in developing and managing customized investment portfolios for a wide variety of individuals using global stocks, bonds, and alternative assets. He is also a syndicated radio talk show host and investment columnist and his comments about the investment markets frequently appear in print and on TV and radio.

Bill was born and raised in Minneapolis, Minnesota. He holds a Bachelor's Degree in Finance from the University of Arizona. Bill previously worked for the investment firms of Piper Jaffray & Hopwood, E.F. Hutton & Co., and Fisher Investments.  In 1993, The CFA Institute awarded Bill the Chartered Financial Analyst (CFA) designation upon successful completion of examinations covering a broad Body of Knowledge. This designation is shared by most leading analysts and investment managers, and sets the standard for investment analysis and portfolio management. Immediately prior to founding VVLLC, Bill was the Senior VP/Portfolio Manager of the Private Client Group of Fisher Investments, Inc., where he oversaw $230 million for individuals and was one of the firm’s shareholders.

Bill is the host of the three-hour radio show The Rich Life With Bill Valentine on News/Talk 1110 KBND in Central Oregon, and on NewsRadio 750 KXL broadcast in Portland, OR.  The show is about accumulating, saving, and growing wealth, and developing a lifestyle rich in the things money can't buy.  From 1997 to 2000, Bill wrote an investment column under the title The InvestMentor.  It was syndicated to many of the leading online financial portals including America Online, Quicken.com, Excite.com, Yahoo! Finance, ON24 and MultexInvestor.  His comments routinely appear in articles from The Wall Street Journal, Barron's, CNN Money, Reuters, CNBC, CBS Marketwatch, Red Herring and others (click here for samples).

Bill’s support of his communities has led to seats on the Board of Directors of The Cinnabar Arts Corporation and Habitat for Humanity-San Francisco. He’s a member of American Mensa and the CFI Institute. Bill lives with his wife Jessica, four sons, Lindsay, Callan, Tate, and Perry, and their German Shorthair, Shotzi, and Wirehair, Sage, in Bend, Oregon. 

Kirby Kleinsmith

Financial Planning

Kirby was born in Oregon City, Oregon.  In 1990, Kirby graduated from Oregon State University with a Bachelor's Degree in Economics and a second Bachelor's Degree in Agricultural Resources Economics.

Kirby has been in the financial services industry since 2000, starting with Edward Jones as an investment representative and most recently with Irwin Investment, LLC as a co-owner.  In addition to giving investment advice, he has been providing financial planning services for his own clients as well as for other advisors during this time.

He summarizes the financial planning process as "a convergence of current and future financial situation to the goals of the client."  Kirby equates a person's financial planner to having a personal Chief Financial Officer.   He will sit for the Certified Financial Planner examination in November, 2006.

Kirby is married with two children.  He is a certified ski instructor and enjoys hiking and skiing with his family.

(Picture coming soon...)

Corey Friend

Trading and Operations

(Bio coming soon too...)