As Senior Vice President, Fixed Income and Investment Strategist, Anthony Valeri is a member of the LPL Financial Research tactical asset allocation committee and is responsible for developing and articulating fixed income and general market strategy. Mr. Valeri also leads LPL Financial Research’s Thought Leadership division. Mr. Valeri regularly communicates market strategy to LPL Financial advisors, contributes to the Research Department’s flagship publications, is a speaker at LPL Financial national conferences, and authors Bond Market Perspectives, a weekly commentary on the bond market. He is regularly quoted in national online and print publications including Bloomberg News, Reuters, The Wall Street Journal, and Dow Jones. He is also a frequent guest on national business television and radio, including CNBC, Bloomberg, and Fox Business Network.
Prior to joining the Research Department in January 2002, Mr. Valeri was head trader of the LPL Financial fixed income trading desk. Mr. Valeri has 22 years of investment experience and has been with LPL Financial since June 1993.
Mr. Valeri received a BA in quantitative economics and decision sciences from the University of California at San Diego in 1992 and received his Chartered Financial Analyst designation in September 1999. Additionally, Mr. Valeri is Series 7 and 63 registered. He is a member of the Association for Investment Management and Research, and The Financial Analysts Society of San Diego.