William L. Valentine, CFA

Investments

William L. Valentine, 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.

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 in Bend, Oregon. 

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.She was awarded the CFP designation in 2001

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

JaiDee Taruscio

Trading

JaiDee is a native Oregonian.  She graduated from Blue Mountain Community College with an agriculture degree in 1995. Her financial career started at Smith Barney where she earned her Series 7 & 63 securities license. There she developed skills in client services, trading, operations.

JaiDee's responsibilities include the buying and selling of all securities, and managing the position sizes for all accounts, based on the model portfolios developed on the investment side of the firm.  JaiDee was recently married, and works the annexed office of Valentine Ventures, in Walla Walla, WA.

Jon Tapper

Operations

Jon brings an extensive experience to Operations.  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.