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Biography

Mario Valverde is a Senior Principal in the Los Angeles office. He is responsible for developing new institutional client relationships.

Prior to joining Cerity Partners, Mario held senior institutional sales positions at BlackRock, State Street Global Advisors, and Nuveen (a TIAA company), where he played a pivotal role in business development and client engagement across various institutional channels. He also has experience in institutional marketing at OppenheimerFunds (now Invesco). Previously, Mario served as a Product Strategist specializing in energy infrastructure investments, shaping strategic solutions for investors. He began his career in sell-side investment research, gaining deep insights into financial markets and securities analysis.

Education

  • B.S. in Finance and International Business from NYU Stern School of Business

Highlights

  • Earned the Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst (CAIA) designations
  • As Co-Head for the CAIA Southwest chapter, Mario is actively involved in advancing education and engagement within the investment community and in serving the chapter’s +500 members across Southern California, Arizona, and Nevada.
  • Born in Mexico City and raised in Tijuana, he proudly embodies the American Dream, leveraging his diverse background to bring a global perspective to the financial industry.

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