Val is a Principal with Prime Buchholz, an independent investment advisory firm based in Portsmouth, NH. She serves as Director of Diversity and Engagement and is Chair of the firm's Diversity, Equity, and Inclusion Council. She is also an active member of the Firm’s Mission-Aligned Investment Committee.
Previously, Val was the Director of Marketing for AARP Financial, a subsidiary of the nation’s largest non-partisan nonprofit association, where she helped launch a family of lifestyle mutual funds. Prior to that, she served as Vice President of Marketing for Citizens Advisers, Inc., a socially responsible investment management firm, where she was active in product development efforts that incorporated environmental, social, and governance factors.
Val is co-president of a nonprofit women’s organization is Boston, serves on the board of directors for the Diversity Workforce Coalition, and is on the advisory board for the Special Needs Financial Services Institute. Val holds an M.B.A. from Anna Maria College and a B.A. in Public Relations, with distinction, from Purdue University. She also earned the Executive Certificate in Strategic Diversity & Inclusion Management from Georgetown University.