Valerie Malter, CFA

Co-Founder | Managing Principal

Valerie Malter is a Co-Founder and Managing Principal of Matarin with primary responsibility at Matarin for oversight of the firm’s business operations, including compliance, finance, legal and IT.

Valerie has 30 years of asset management experience, including a variety of senior roles at J.P. Morgan Investment Management, Scudder, Kemper Investments and Chancellor Capital Management, a firm acquired by Invesco. Valerie also created the first Program for Social Impact at The Wharton School.

Valerie received her MBA from the Darden School of Business and earned a BSBA from Boston University, graduating magna cum laude in Finance. A CFA Charterholder, Valerie is the co-author of McGraw Hill published How to be a Growth Investor with Matarin Co-Founder Stuart Kaye.

“My Favorite Matarin Thought Piece”
All Active Share is Not Equal

“Something at Matarin that I’m Really Proud of:”
The Press That We’ve Received


Meet The Matarin Team

Stuart Kaye, CFA

Co-Founder | Portfolio Manager Full Bio

Nili Gilbert, CFA, CAIA

Co-Founder | Portfolio Manager Full Bio

Ralph Coutant, CFA, CMT

Principal | Portfolio Manager Full Bio

Marta Cotton, CAIA

Principal | Director of Client Development Full Bio

Medina Jett

Chief Compliance Officer Full Bio

Prior to Matarin:

The Wharton School | 2008 – 2010
Director | Program for Social Impact

J.P. Morgan Investment Management | 2001 – 2008
Managing Director, Lead Portfolio Manager | Private Equity Distribution Management (PEDM)

Scudder Kemper Investments | 1995 – 2001
Managing Director, Product Leader | Large Cap Growth Funds

Chancellor Capital Management | 1984 – 1995
Managing Director, Portfolio Manager & Analyst | Large Cap Growth