Valerie to Retire Soon

I am thrilled to share my news with you that I will soon retire from Hotaling Investment Management to begin a new chapter exploring my life outside of the workplace. I have enjoyed a very satisfying career for over 36 years, 22 of those years with Bruce. Working with you has been a great pleasure and I’ve come to care so much about you and your families. I am also very proud of how far we have come throughout the years. From our start together at Legg Mason, through our years at Morgan Stanley and Raymond James, I find my most exciting and rewarding experiences have been helping Bruce build and grow independent advisory, Hotaling Investment Management, and working with you.

We are gathering an even greater team by bringing Jennie Wilber on board to work with you in the same capacity as I have over the years. You will be very well taken care of by Jennie who comes to us after managing the HR and Food teams at a Target in Exton, PA. She holds a BA from Hamilton College with a degree in Religious Peace and Conflict in the Middle East and a minor in Theatre. Outside of work, she enjoys traveling, being active in nature and can often be found in one of the area’s many theaters. She is so passionate about helping others and will be a wonderful addition to the Hotaling team.

I will work with Jennie for a few weeks to make sure this an easy transition for you. She can be contacted using the same number as you have used for me: (610) 688-0697. Her email address is jwilber@hotalingllc.com however if you forget to update your address book, there is no need to worry. My emails will be forwarded to Jennie with an automated response back to you with a reminder to update your email address records. I look forward to introducing Jennie to you over the phone or in person in the next couple of weeks. If you are in the local area please stop in soon to meet her.

Thank you very much for the many gratifying years together. I am sad to say goodbye, you are all very special to me, yet I am also excited to begin this next chapter of my life with plans to travel and spend time with my family.

Truly yours,

Valerie-Clark Roden, Client Relations Director