Summit Speaker

Valerie Mosley

Valerie Mosley is the founder and Chief Visionary Officer of Upward Wealth, dba BrightUp, a fintech company  on a mission to democratize wealth building and well-being. She is committed to coupling her investment experience and credit knowledge with technology  to add value both to lives and portfolios.

Valerie serves on the corporate boards of DraftKings, where she serves on the Audit and Nomination and Government Committees, and Eaton Vance’s family of Mutual Funds, where she’s part of the Portfolio Management, Governance, and Audit Committee, Valerie also serves on the boards of McLean Hospital, the esteemed mental health hospital and the Investment Committee of Jeff Skoll’s Foundation.

Valerie retired as a Partner, SVP, Portfolio Manager, and Investment Strategist from Wellington Management Company, LLP, a $ trillion global money management firm. During her 20-year tenure, she managed billions for clients, chaired the firm’s Industry Strategy Group, and set key parameters for team portfolio managers to follow while sitting on several other investment strategy groups.

Valerie has been recognized as The International Person of the Year by The UK’s Power List. She served on NY State Common’s Investment Advisory Committee and on the FDIC’s recent Special Committee. In 2023, Valerie was described as a “Money Maven, (one of the) 5 Black Women Leaders in Finance '' by Essence,  as one of the 10 Black Leaders in Finance by Ellevest. And in 2025, Val was named by the UNCF as the recipient of their prestigious Trailblazer Award.