Valerie Mosley

Valerie Mosley is the founder of Upward Wealth, a fintech platform that democratizes the creation of comprehensive wealth. She also serves on the corporate boards of DraftKings, Envestnet, Groupon, and Eaton Vance’s family of mutual funds. She retired as a partner, portfolio manager, and investment strategist from Wellington Management Company LLP, a $1 trillion global money management firm. During her 20-year tenure, she managed billions for clients, chaired the firm’s Industry Strategy Group, and served on several core investment strategy groups that set key parameters for team portfolio managers to follow. Mosley has been recognized as the International Person of the Year by the U.K.’s Powerlist, as well as one of the 50 Most Powerful Women in Business and one of the Top 75 African Americans on Wall Street by Black Enterprise Magazine.

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