Meet the deeply experienced professionals dedicated to your success.

Kara Valentine

Kara Valentine has over two decades of financial services marketing experience. Prior to joining Transcend, Kara was Chief Marketing Officer at Cary Street Partners. Before Cary Street, she was Head of Marketing at Rockefeller Capital Management. Prior to Rockefeller, she led marketing and brand strategy for Dynasty Financial Partners and served in marketing leadership roles within Bank of America’s Global Wealth and Investment Management Division, working at both Merrill Lynch and U.S. Trust, as well as with Morgan Stanley.

Kara has a Bachelor of Science in Business Administration/Marketing from Villanova University. She serves on the Board of Trustees of the Oak Knoll School of the Holy Child, Summit, NJ, and the Executive Board for the Center for Marketing and Consumer Insights at the Villanova School of Business.

973-813-5853 | KValentine@transcendcapital.com