About Us

Valkyrie Investments is a leading financial services firm with a focus on digital assets. Headquartered in Nashville, Valkyrie's team combines deep technical expertise in this emerging asset class with decades of experience launching investment vehicles for a wide variety of markets participants. The firm is led by financial industry veterans with decades of experience across firms including Guggenheim Partners, UBS, Chicago Board of Trade, Chicago Mercantile Exchange, and The World Bank.

Our leaders

The Valkyrie team has deep expertise in traditional asset management with extensive backgrounds in building, launching, and scaling financial products with major financial firms. We aim to be the experts across the universe of investment management and digital assets.


Co-Founders

 

Leah Wald

Chief Executive Officer


Leah Wald is an economist with an expertise in asset management focusing on value investing. As a direct report to the CEO of Vital Financial, Wald spearheaded investment strategies for multi-billion dollar asset managers on global macro strategy.

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Steven McClurg

Chief Investment Officer


Steven McClurg has considerable traditional finance and Fintech experience, ranging from insurtech and payments to blockchain. Previously, Mr. McClurg was a Managing Director at Guggenheim Partners, where he was a...

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Investment Management & DeFi

Sean Rooney

VP of Research and Trading


Sean Rooney graduated from Pepperdine University with a degree in Business Administration and an accomplished D1 volleyball career. After four All-American seasons and one NCAA championship, Sean joined the United States National Team and competed in two Olympic Games...

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Bill Cannon

Head of Portfolio Management


Prior to joining Valkyrie, Bill Cannon was a Managing Director at Guggenheim Partners Investment Management, where he was member of the insurance portfolio management division responsible for $80 billion of assets under management. Before that, Mr. Cannon...

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Josh Olszewicz

Head of Research


Josh Olszewicz is a seasoned crypto analyst and trader with nearly a decade of experience trading crypto markets. Prior to joining Valkyrie, Josh led the crypto research team at BraveNewCoin and was a portfolio manager for Techemy Capital. Josh holds a BS in Human Biology...

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Will McDonough

Vice Chairman


In addition to his role as Vice Chairman of Valkyrie Investments, Will McDonough is the co-founder of the Valkyrie On Chain DeFi Fund.  Will brings over 20 years of experience as an investor and entrepreneur with a career ranging from sports management to global finance...

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Wes Cowan

Managing Director, DeFi


In addition to his role as Managing Director of Decentralized Finance at Valkyrie, Wes Cowan is the co-founder of the Valkyrie On Chain DeFi Fund. Prior to working in the blockchain sector, Wes was a Principal at JPMorgan managing over $800 Million, before leaving to start his...

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Liam Rafferty

Data Analyst


Liam Rafferty began his career as an Investment Analyst at JP Morgan Securities, where he held his Series 6, 7, 63, and 65 securities licenses. He left JPM in 2016 for Bain Capital, where he focused on the internal reporting for Bain Capital Credit with over $40 billion across 100+ funds...

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Kyle Lazernik

DeFi Analyst


Prior to joining Valkyrie, Kyle Lazernik helped build a nationwide wellness brand and played a key role in its $40 million dollar acquisition in 2021. He graduated from the University of Central Florida with a Bachelors in Finance. His passion for finance and technology...

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Tim Hesselsweet

Quantitative Analyst


Prior to working in digital assets, Tim Hesselsweet was a portfolio manager at hedge funds and proprietary trading firms including Schonfeld, Niederhoffer Investments and SMB Capital. Since 2017, Tim has created tools to monitor blockchain activity and automated trading bots...

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Operations & Compliance

James O'Brien

Chief Operating Officer


An entrepreneur by trade, James O’Brien joins Valkyrie with over a decade spent in the startup space founding, building, and raising capital for firms across a variety of industries and stages of growth. Previous to joining Valkyrie, James was the first hire at AltoIRA, a Nashville-based...

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Scottland Keefer

Chief Compliance Officer


Scottland Keefer has worked in the financial services industry for over 10 years and is a licensed attorney in the state of Illinois. He began his career at Deloitte Tax, advising large trading firms and hedge funds. After moving to the in-house Legal and Compliance practice, Scottland has worked...

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Nick Bonos

Head of Fund Operations


Nikolaos (Nick) Bonos has been in the financial services industry for more than 32 years. He has worked in various senior operational roles for State Street, JP Morgan Chase, Rydex Investments, Security Benefit Corp., Guggenheim Investments, and MUFG Investor Services (US), LLC.

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Kevin Farragher

Senior Product Specialist


Kevin Farragher has over thirty years of experience in the financial service and asset management industries. He has served in senior capacities in operations, product management and compliance and supervision at a number of institutions, most prominently Rydex Investments...

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Benjamin Gaffey

Fund Controller


Ben Gaffey is a Certified Public Accountant (CPA) with over a decade of experience in auditing financial services companies and funds. As a senior manager at Ernst & Young, he worked with a number of financial institutions including Guggenheim, State Street, US Bank and...

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Deborah Mickelson

Executive Assistant to CIO


Deborah Mickelson brings over two decades of business operations and administrative support in varied fields, from finance to non-profit. Deborah prides herself in leading and supporting teams in both innovative and intelligent ways while cultivating and nurturing successful...

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Shawn Singh

Director/ Legal Advisor


Shawn Singh is an experienced financial services legal, compliance, fintech and business professional. Shawn was the Chief Operating Officer, General Counsel and Chief Compliance Officer of a multi-billion dollar asset manager and was responsible for the Brevan Howard...

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Distribution

Lori Tiernan

Chief Strategy Officer


Lori Tiernan brings over a decade of experience launching and growing financial brands. Since 2013, she has run Innovative Asset Growth where she served in an outsourced CMO capacity to several emerging and niche asset managers and FinTech brands. She was an early employee...

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Ryan Gorman

Chief Communications Officer


Prior to joining Valkyrie, Ryan Gorman was an independent consultant to hedge funds and institutional service providers in the digital asset space. He brings a wealth of experience from both institutional and retail asset management at both UBS and Bank of NY Mellon, as a journalist...

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John Mulroy

Head of Capital Markets


John Mulroy is a Senior-Level Capital Markets Executive with 25+ years of experience specializing in ETF creation and distribution, with more than 35 years of experience in the Financial Industry as a whole. John managed the ETF team at Guggenheim Investments in Chicago and oversaw...

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John Key

Managing Director, Partnerships


John Key is a Managing Director responsible for Partnerships and Interim Head of Distribution at Valkyrie Investments. Prior to joining Valkyrie, John was the Principal/Founder of Key Strategic Advisors, LLC, a strategic advisory and consulting firm specializing in advising...

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Brian McQuade

Director of Business Development


Brian McQuade brings a battle-tested Warrior mindset to the Valkyrie team with 12 years of Army experience including combat deployments to both Iraq and Afghanistan. After his Army career, Brian Co-Founded an Unmanned Aerial Systems (UAS) company and provided technology...

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Nate Larrivee

Internal Sales Consultant


Nate Larrivee began his career in Financial Services at Natixis Investment Managers as an Investment Consultant. Nate is an active member of the Digital Asset Council of Financial Professionals. The DACFP is dedicated to advancing Financial Professional awareness...

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Shannon Smith

VP, Institutional Distribution


Shannon Smith brings over 5 years’ experience in the alternative asset management space. Prior to joining Valkyrie, she worked in investor relations and business development at asset-based credit specialist Raven Capital Management...

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Annie Little

Marketing Manager


Annie Little is nearing a decade of dynamic and successful marketing experience for freelanced clients in a range of sectors. With a BA cum laude in Advertising and Graphic Art from Pepperdine University, she specializes in graphic design, social media management, and photography...

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