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Ingrid Holder
Assistant Vice President
Ingrid Holder earned her Master of Business Administration from Thomas Edison State University, with a concentration in finance and a minor in accounting. She...
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Ashley Santiago, MSHRM, SHRM-CP
Vice President, HR & Organizational Development
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Ildebrando E. Cruz
Assistant Vice President, Trading & Operations
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional...
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Robert Ziobro
Vice President, IT
Amanda Pugliese, CPA
Director of Tax Services
Tim Richmond, CPA
Senior Tax Accountant & AI Specialist
Brandon Nemeth
Tax Accountant
Debra Almack, CPA
Corporate Controller
Chris Storck
Operations / Compliance Associate
Austin Jones
Financial Technology Operations Associate
Courtney Morstatt
Marketing & Communications Coordinator

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers, Inc. is engaged, or continues to be engaged, to provide investment advisory services.