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...

Steven R. Whitaker

Chief Operating Officer, Managing Director

Mr. Whitaker is responsible for the group’s direct investments which include real estate and operating businesses. Steven joined Parkview after having spent six years at JP Morgan 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...

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...

Joan R. Gregory

Managing Director, Investment Management

Ms. Gregory’s primary responsibilities include managing equity portfolios, the selecting and assessment of outside managers, and providing research support, as required. Prior to joining Parkview 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....