Robert Valdez

Managing Director

Inverness Advisors

Office Phone:

(415) 317-8000

Direct Phone:

(415) 314-0502


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Bio

Rob is a Managing Director at Inverness Advisors. Rob has over 30 years of M&A, capital raising, and financial management experience. He began his career at Lehman Brothers where he was an Senior Vice President in the M&A Group, he later co-headed the Technology Effort at Kidder, Peabody, founded the M&A group at Cowen & Company and was a partner at Seven Hills Partners. Rob was also previously the Chief Financial Officer of Yipes Communications and Xpert Financial. Rob received an AB degree from Stanford University and an MBA from the Stanford Graduate School of Business.

Education