Valerie-Clark Roden

Client Relations Director & Wealth for Women Development

Valerie serves as the primary contact for all client relationships at Hotaling Investment Management and leads a special focus on female investors, called Wealth for Women. Her financial career spans more than 25 years, beginning with Pennsylvania Merchant Group, moving on to Legg Mason to work alongside Bruce Hotaling as Associate Financial Advisor. Bruce and Valerie jointly affiliated with firms Morgan Stanley and Raymond James, and in 2012 she helped to establish Hotaling Investment Management’s advisory firm. She continues to develop business for the firm and advocates for its clients using her industry knowledge, connections, and veteran experience.

Through Hotaling’s Wealth for Women program, Valerie focuses her activism on women’s unique investing and planning needs, particularly during transitional stages of their lives. A graduate of Germantown Academy in Fort Washington, Pennsylvania, Valerie attended Hollins College in Virginia, where she earned a degree in 18th Century English Literature and also studied at the University of London. Valerie is on the advisory board of the globally celebrated Women’s Entrepreneurship Day (WED) conference in Philadelphia, a member of POWER, Power of Professional Women, Wayne Business Association, Stenton Mansion, Crown Society of Sulgrave Manor, 1539, England, The National Society of Colonial Dames of America and Uncoupling Divorce Resource Group of Greater Philadelphia. Passionate about the arts she subscribes to the Wayne Art Center, Woodmere Art Museum, Philadelphia Museum of Art, Barnes Foundation and many local area artists and performing artists centers.

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