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Archive for January 2021

Rebecca Tuck Joins Vallit Advisors as Office Manager

By zestsms | January 28, 2021

The Managing Members at Vallit Advisors are pleased to announce that due to the firm’s substantial growth over the last two years, Rebecca Tuck is joining the firm, assuming the…

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Senior Analyst Nicole Dell Obtains Her Certified Fraud Examiner (CFE) Credential

By zestsms | January 22, 2021

The Managing Members at Vallit Advisors are pleased to announce that our very own Nicole Dell, Senior Analyst, recently obtained her Certified Fraud Examiner (CFE) credential.    The CFE credential…

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Bar Association 2020 COVID Webinar Recap

By zestsms | January 7, 2021

What a year 2020 has been. Like so many companies, we at Vallit Advisors anticipated 2020 to be a banner year. The economy was steaming along, with unemployment rates being…

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Recent Posts

  • Ryann Birkner Gains Experience and a Heightened Enthusiasm For the Job as an Intern at Vallit Advisors
  • Scott Cobb Accepted as a New Member of the Washington D.C. Estate Planning Council
  • “A Step Out of My Comfort Zone”: Peter Iselo Recounts His Positive Experience as an Intern at Vallit Advisors
  • Vallit Advisors Moves D.C. Offices to Accommodate Firm Expansion
  • Lawrence M. Pullen Joins Vallit Advisors as Director

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