Joseph J. Vale — Chief Investment Officer and Chief Executive Officer
Mr. Vale is responsible for the investment management services and operations at Parkview. His investment career, which began in 1966, has included positions as an investment analyst at Lazard Frères and subsequently as head of the International Private Banking investment department in New York for both Citibank and, thereafter, JP Morgan & Company, before joining Enpro International in 1994. He received his BA degree from Yale College and his MBA in finance from Columbia University. He served as an officer in the United States Air Force.
Steven R. Whitaker – Managing Director
Steven R. Whitaker is a Managing Director of Parkview International, Inc., and is responsible for the group’s direct investments which include real estate and operating businesses. Steven joined Parkview after having spent six years at JPMorgan Private Bank as a relationship manager to ultra-high-net-worth families based in Europe, the Middle East and Asia. Prior to that, he spent two years in the Fixed Income Operations Group at Goldman Sachs.
Mr. Whitaker received his BA in Economics from Bucknell University and his MBA from the Johnson School of Management at Cornell University.
Locke McLean — Managing Director and Senior Client Advisor
Locke McLean is a Managing Director of Parkview Wealth Management. Before joining Parkview in 2011, he was a Managing Director of the Forbes Private Capital Group and Guggenheim Partners. Prior to that, Locke spent 25 years of his professional career at JP Morgan & Co where he had a number of responsibilities including head of the Private Banking Office at 55 Wall Street, head of the Private Banking Office in London and senior relationship manager in London for Greek ship owners and Saudi merchant families.
Paula J. Mueller — Managing Director and General Counsel
Paula J. Mueller is General Counsel and Managing Director of Parkview Wealth Management. Before joining Parkview in 2012, she was General Counsel and Managing Director of Rockefeller & Co, Inc. and prior to that position, she was a partner at Willkie Farr & Gallagher, a New York law firm. Her major areas of practice include advice to high net worth individuals, foundations and endowments, business securities and partnership law and regulatory advice. She received a J.D. from Cornell Law School and a B.A. in history from Cornell University. She is a member of the Board of Directors of the Rockefeller Trust Company, N.A. and chairs its Audit Committee. In addition, Paula is a Trustee of the Orpheus Chamber Orchestra, Corporate Secretary and Board member of the Drama League, Chairman of the Audit Committee and Board member of the Design Trust for Public Space and has been active in various other community and Bar Association activities.
Joan R. Gregory — Global Equity Manager
Ms. Gregory’s primary responsibilities include managing equity portfolios; the selecting and assessment of outside stock and hedge fund managers; and providing research support, as required, with respect to non-U.S. fixed-income securities. Prior to joining Enpro International, she was a portfolio manager at U.S. Trust Company and thereafter at Scudder Stevens and Clark, where she specialized in European equity fund management. A citizen of Ireland, she has a BA degree from University College Dublin and an MA degree from Columbia University School of International Affairs. She is a Trustee of International House at Columbia University and Chairperson of the investment committee, which manages the House’s endowment portfolio.
Stavroula Nestoros — Head of Investment Administration
Ms. Nestoros joined Enpro/Parkview in 1984 and her primary responsibilities have included overseeing all of the New York investment department’s administrative activities, including client communications, investment documentation, and interfacing with the trust and operations personnel of outside financial institutions. She has a BA degree from Queens College, New York, and an MA from New York University.
Audrey E. Harrington — Operations Manager
Ms. Harrington is responsible for all accounting operations, including tax filings, audited financials, accounts receivable and accounts payable, payroll and the administration of Parkview’s pension and 401 funds. Additionally, she is the assistant to the Chief Investment Officer in charge of fixed income portfolios.