Leadership Team

Institutional experience, disciplined risk culture, and execution-first leadership.

Valenqor Capital's leadership combines Wall Street training with technology-native portfolio management. Our team is designed to balance strategic growth with robust risk control across multiple market regimes.

Core Leadership

Each partner leads a specialist function within one unified advisory framework: allocation, risk, portfolio planning, and quantitative systems.

Global CIO · Chief Investment Strategist

Ryan

15+ Years in Global Capital Markets · Multi-Asset Investing

A global investment strategist specializing in macro research, multi-asset allocation, AI and semiconductor industries, global capital flows, and equity opportunities across the U.S., Korea, and Hong Kong. Focused on identifying structural growth opportunities through fundamental research, valuation analysis, disciplined position management, and risk control.

University of Pennsylvania · The Wharton SchoolGlobal Macro · Multi-Asset Allocation · Equity StrategyAurelius Capital

Analyst Assistant · Global Investment Strategy

Kim Seo-yeon

Global Market Research · Equity Analysis · Investment Strategy Support

Kim Seo-yeon is an Analyst Assistant with Aurelius Capital’s Global Investment Strategy Team, supporting Ryan’s global market research and investment strategy work. Her research focuses on the U.S., Korean, and Hong Kong equity markets, with particular interest in AI, semiconductors, HBM, data centers, and large-cap technology companies. She analyzes corporate earnings, institutional capital flows, valuation changes, industry investment indicators, capital flows, and risk metrics, while also supporting the team through financial modeling and valuation analysis.

Korea University · EconomicsYonsei University · Master’s in FinanceAurelius Capital

Chief Strategist · Global Allocation

James Wayne

Former Goldman Sachs & BlackRock · 20+ Years

Leads top-down macro and portfolio construction for high-net-worth and institutional mandates, with emphasis on cross-cycle resilience.

Harvard MBAYale EconomicsBlackRock

Chief Risk Officer · Stress Defense

Marcus Thorne

Former J.P. Morgan Market Risk Director

Designs downside-protection architecture, stress tests, and liquidity controls for volatile and regime-shifting market environments.

Chicago Booth PhDPrinceton MathJ.P. Morgan

Senior Portfolio Planner · Client Advisory

Julia Peck

Former Morgan Stanley Private Wealth · CFP · CPWA

Builds lifecycle portfolio roadmaps for founders and family offices, aligning risk tolerance, liquidity plans, and intergenerational goals.

StanfordUC Berkeley MFEMorgan Stanley

Head of Quant Systems · Execution

Marcus L. Sterling

Former Bloomberg LP · Systems Architect

Leads quantitative infrastructure, execution logic, and AOT signal pipelines used to support fast, transparent portfolio decision-making.

Bloomberg LPAlgo ExecutionHFT Systems

Advisory Culture

Our people model is built on role clarity, risk discipline, and transparent client communication.

Pillar 01Fiduciary Lens

Client-first planning over product-driven sales.

Pillar 02Risk Office

Portfolio defense is embedded before allocation goes live.

Pillar 03Data + Judgment

AOT signal support with human advisory accountability.

Pillar 04Clear Reporting

Transparent rationale, scenario reviews, and action logs.

Great portfolios are not built from templates. They are built by teams.

Valenqor combines strategy, risk, and execution talent into one coordinated advisory layer so every decision is understandable, accountable, and aligned with long-term outcomes.