Overview
Erick Goralski serves as Chief Commercial Officer at Valence[1]. Goralski is a financial services executive with three decades of experience in technology, investment banking, and asset management, with focus on the independent wealth management industry[2]. Goralski's career began at Cisco Systems, where Goralski managed the firm's global relationship with Morgan Stanley and Credit Suisse, before moving to Lehman Brothers' equity derivatives structured products desk, where initial work with the independent RIA channel began[2]. Subsequent roles included positions in equity derivatives at Deutsche Bank from 2007 to 2012[8], co-founding Stone Ridge Asset Management as Head of Client Strategies from 2012 to 2019[7], founding Mobilize Capital Partners from 2023 to 2024[4], and exploring sustainable investing from 2020 to 2022[6]. Goralski holds a Bachelor's degree in Economics from Miami University[10].
Profile introduction
Erick Goralski is a financial services executive with three decades of experience spanning technology, investment banking, and asset management, with a consistent focus on the evolution of the independent wealth management industry. He began his career at Cisco Systems, where he rose to manage the firm’s global relationship with Morgan Stanley, and subsequently Credit Suisse. He then moved into finance at Lehman Brothers, joining the equity derivatives structured products desk, where he began working—initially by chance—with the independent RIA channel. He continued to build in that space…
Career history
- Chief Commercial OfficerApr 2026 to presentValence
- Founder & CEO, Mobilize Capital PartnersJan 2023 to Mar 2024Mobilize Capital Partners
- Founder & CEOJan 2023 to Mar 2024Mobilize Capital Partners
- Exploring the field of sustainable investing.Sep 2020 to Dec 2022N/A
- Co-Founder & Head Of Client StrategiesJun 2012 to Dec 2019Stone Ridge Asset Management
- Equity DerivativesMar 2007 to Jun 2012Deutsche Bank
- Equity DerivativesOct 2004 to Mar 2007Lehman Brothers
Education
- MUBachelor's degree, Economics1989 - 1993Miami University
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