Stephen Valelly is currently a Managing Director for XO Wealth Management, LLC, a registered investment advisor managing the financial affairs of global HNWIs. In the past he has been Principal and Partner of Coral Rock Investments, Inc., a CFTC registered firm advising institutional clients such as Merrill Lynch, Chase Manhattan, and Coutts and Co. on their currency related products. In addition, Stephen was President of BankBoston International and held management responsibility for the bank’s international private bank and Edge Act units in Cayman, Bahamas, Miami, Boston, New York and Los Angeles.
