Chief Compliance Officer
Valerie Speare is the Chief Compliance Officer for Independence Square Advisors. She began her career as an analyst at a publicly traded company, and from there moved into Wealth Management where she held various roles covering trading, portfolio construction, and financial planning. On the Compliance side, she has served as a Senior Examiner at UBS Financial Services, as well as a Vice President of Compliance and Supervision at a hybrid firm where she supervised employees located in both the United States and South America. Her most recent role was as a compliance consultant, where she used her industry experience to supervise registered investment advisers, broker dealers, public and private funds, and FinTech firms.
Valerie was a Dean’s Scholar at Cornell University, where she received a Bachelor’s degree from the School of Hotel Administration (now part of the SC Johnson College of Business).
Outside of work, you can find Valerie in the kitchen, or running on one of the many trails near her home in Wayne. She is also an avid traveler and has been to over 30 countries and 48 out of the 50 US states.