40 under 40: James A. Valis
PHOTO/Erika sidor
40 under Forty winners (from left) Dr. Brian Sullivan, MD, James A. Valis, Oriola Koci and Bob Miller.
Upon receiving his master’s degree in business administration in 2002, Valis joined Fidelity Investments, quickly rising to vice president of the private client group, advising high-net-worth clients. After becoming a certified financial planner, Valis exited the corporate world in 2013 to co-found Blackstone Valley Wealth Management, representing businesses, nonprofits, trusts and individuals.
Valis works to grow the practice and the team at Blackstone. He remembers those who helped pave the way for his success and works to pay it forward.
Whose career would you like to emulate? Perhaps not any one person, but to successfully emulate work-life balance, enriching the lives of others and making a positive impact.
What should older generations know about the up-and-coming workforce? We remember those who came before us, we honor their work ethic and the sacrifices they endured.
I prepare for the unexpected by...being ready. It’s not necessarily what happens, but how to react to it.
If you could have dinner with any four people, who would they be? Warren Buffett, Al Pacino, Vince Lombardi, Jim Valvano.
Meet the other 40 Under Forty winners
Matthew Abraham - Tighe & Bond Inc. in Worcester
Kola A. Akindele - UMass Medical School in Worcester
William E. Aubuchon, IV - Aubuchon Hardware in Westminster
Amanda Marie Baer - Mirick O'Connell in Westborough
Elizabeth Belliveau - Enlightened Interventions & Union Street Yoga in Worcester
Joe Bush - Worcester CleanTech Incubator
Nicholas J. Carbone - Boyle & Carbone, P.C. in Fitchburg
Christof Chartier - C.M. Chartier Contracting in Templeton
Rob Cleary - ClearCom IT Solutions Inc. in Leicester
Emily DeGray - Residential Mortgage Services in Sturbridge & Worcester
Alexander Dunn - Skyscope in Worcester
Peter Dunn - Worcester Executive Office of Economic Development
Amadeus Finlay - BlueHive Inc. in Worcester
Tiffany Gallo - Cutler Associates, Inc. in Worcester
Carly A. Gould - Reliant Medical Group in Worcester
Hawley Harrigan - Big Brothers Big Sisters of Central Mass/MetroWest in Worcester
Michael Herbert - Town of Ashland
Julie Holstrom - Worcester Business Development Corp.
Miriam Hyder - Ed Hyder's Mediterranean Marketplace in Worcester
Kham Inthirath - Envision Digital Group in Worcester
Isabelle Jenkins - College of the Holy Cross in Worcester
Renee King - The Queen's Cup in Millbury
Oriola Koci - Livia's Dish & Altea's Brunch in Worcester
Ryan Leary - Running Start Coworking in Worcester
D. Andrew McBeth - Green Leaf Construction in Leominster
Paul Medeiros - Easter Seals Massachusetts in Worcester
Bob Miller - Tegra Medical in Franklin
Jonathan Miller - YOU, Inc. in Worcester
Amanda Misilo - Commerce Bank in Worcester
Jasmine Jina Ortiz - Keller Williams of Greater Worcester in Worcester
Amy Peterson - DCU Center in Worcester
Katherine Pittinger - Worcester Fitness
Douglas T. Radigan - Bowditch & Dewey, LLP in Worcester
Caitlin Sargent Lubelczyk - Saint Vincent Hospital in Worcester
Dr. Brian Sullivan, MD - Edward M. Kennedy Community Health Center in Worcester
Evis Wilmes Terpollari - Veterans Inc. in Worcester
Brian Treitman - B.T.'s Smokehouse in Sturbridge
Stephanie Weagle - Corero Network Security in Hudson
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