Robert Valentine - Senior Vice President
valentine@trefethenadvisors.com
480.922.4518
Mr. Valentine assists in handling client engagements, and manages the research activities at Trefethen Advisors.
Previously, he was an Associate with Coronado Advisors LLC (“Coronado”). At Coronado, Mr. Valentine directed all research activities and provided a broad range of advisory services to companies in the multi-unit retail industry.
Prior to joining Coronado, Mr. Valentine held the title of Research Director with Shoreline Partners LLC (“Shoreline”), a private investment bank specializing in mergers and acquisitions in the middle market. He was responsible for identifying qualified buyers and sellers, performing valuations and due diligence, and executing transactions.
Prior to joining Shoreline, Mr. Valentine was a Senior Manager at Consor Inc. (“Consor”), an intellectual property consultancy specializing in the valuation and licensing of intellectual property. Mr. Valentine directed client engagements in the valuation and leveraging of intellectual property assets, including brands, trademarks, logos and other intangible assets.
Prior to joining Consor, Mr. Valentine worked at Union Bank of California, where he was responsible for the valuation, administration and marketing of limited partnerships and closely held corporations administered within the Trust and Investment Group.
Mr. Valentine received a Bachelor of Science in Finance from the University of Arizona.
