William L. Valentine IV, CFA

Investments

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 syndicated statewide in Oregon..  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, CFP

Client Services

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.

Kaye Kulaszewicz House, CFP

Financial Planning

Kaye has 16 years in Financial Services with such firms as Kemper Securities, Smith Barney, Jones & Roth, and Lincoln Financial. Kaye holds a Bachelor’s Degree in Finance from Portland State University, and in 2001 was awarded the CFP designation.

Kaye lives in Bend with her husband, Ken, and their three children.

JaiDee Taruscio

Trading

(Coming soon...)

Jon Tapper

Operations

Jon brings a more experienced background and depth of knowledge, in Operations, which we deem necessary to achieving our growth objectives. He has worked in the financial services industry for over 10 years, having provided client service, operational, and sales expertise to investment managers, prime brokerages, hedge funds, and institutional and retail investors. Starting with Montgomery Securities in 1998, Jon has worked with Banc of America Securities, Stadium Capital, Viewpoint Securities, and other investment professionals.

Jon has lived in Bend since 2003 with his wife and two children.