Our Team

Joseph M. Valicenti

President/CEO

valicentijm@valicenti.com

Jeffrey S. Naylor

Executive Vice President/CFO/CCO

naylorjs@valicenti.com

Elizabeth A. Zarnoch, EA

Vice President of Tax and Business Services

zarnochea@valicenti.com

Tracy L. Jenkins

Vice President of Operations

jenkinstl@valicenti.com

Daniel P. Burchill

Security Analyst

burchilldp@valicenti.com

Louis F. Ruize

Director of Research / Portfolio Manager

ruizelf@valicenti.com

Andrew S. Cartwright, FPQP®

Security Analyst and Trader

cartwrightas@valicenti.com

Samson D. Lin, CFA

Investment Analyst

linsd@valicenti.com

Sean M. Dwyer, CFA

Investment Analyst

dwyersm@valicenti.com

Gabriella J. Bohner

Investment Trader

bohnergj@valicenti.com

Molly L. Ray

Receptionist

rayml@valicenti.com

Ann S. Nolan, FPQP®

Administrative Assistant

nolanas@valicenti.com

Kelly S. Diehr, FPQP®

Administrative Assistant

diehrks@valicenti.com

Melissa B. Mickley, FPQP®

Administrative and Marketing Assistant

mickleymb@valicenti.com

Ann E. Connolly

Client Paying and Receiving

connollyae@valicenti.com

Theresa R. Stewart

Assistant Corporate Secretary
HR
Bookkeeper

stewarttr@valicenti.com

Elizabeth C. Stage

Tax Specialist

stageec@valicenti.com

Jessica M. Brenzo

Business Services/Tax Specialist

brenzojm@valicenti.com

Ashley M. Edwards

Staff Tax Accountant

edwardsam@valicenti.com

Eileen A. McDonald

Receptionist

mcdonaldea@valicenti.com

Trevor L. Welch

Tax Administrative Assistant/Payroll Processer

welchtl@valicenti.com

Nathaniel C. Adams

Business Services Associate

adamsnc@valicenti.com