Valla Wealth
Co-Founder, Managing Partner
Josh Gerry
Josh Gerry brings more than 35 years of financial-services experience and a people-centered approach to leadership, planning, and client relationships.
Our team
The people behind your plan.
Get to know the people who bring care, expertise, and a steady hand to every relationship.
Valla Wealth
Our team
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Valla Wealth
Co-Founder, Managing Partner
Michael Simon
Michael Simon co-founded Valla Wealth to bring clients and advisors into closer alignment and connect qualified clients with sophisticated tools and investment solutions.
Valla Wealth
Marketing Director
Lily Gerry
Lily leads Valla’s marketing and social presence, turning the firm’s ideas into clear, engaging stories that help people understand what makes Valla different.
The Invictus Collective
Valla clients benefit from specialists whose work spans investment strategy, portfolio management, operations, client service, research, and technology.
The Invictus Collective
Owner & Chief Investment Officer
Robert D. Bower, CFA, CAIA
Robert Bower leads Invictus investment strategy, portfolio construction, due diligence, performance analysis, and trading oversight.
The Invictus Collective
Director of Operations and Client Services
Colleen T. McKenna
Colleen McKenna leads operational strategy and client engagement, pairing disciplined execution with highly personalized service.
The Invictus Collective
Senior Director of Portfolio Strategy and Client Engagement
William Lynn
William Lynn brings more than 30 years of financial-markets experience to portfolio strategy, client engagement, and team development.
The Invictus Collective
Co-Portfolio Manager and Chief of Staff
Travis Army, CFA
Travis Army supports portfolio management and firm strategy through quantitative research, risk analysis, key initiatives, and client engagement.
The Invictus Collective
Co-Portfolio Manager and Market Strategist
Connor Hickey, CFA
Connor Hickey leads portfolio-strategy initiatives and contributes investment research, market analysis, and bespoke solution development.
The Invictus Collective
Chief Technology Officer
Joseph Simon
Joseph Simon leads technology strategy at Invictus, building production software, AI-enabled workflows, and data platforms that strengthen operations and decision-making.
Investment advisory services are offered through The Invictus Collective, LLC, an SEC-registered investment adviser. SEC registration does not imply a certain level of skill or training.