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  • Current Title: Managing Partner

Joseph Schlim


Summary

Joseph Schlim was educated at the University of Virginia, where he first earned a bachelor of science, and later an MBA from the University's Darden Graduate School of Business. A dedicated professional, his hard work since then has propelled him up through the corporate ranks. Today, Joseph Schlim is CFO and managing partner of Valcour Capital Holdings, LLC, a holding company for Valcour Securities and Valcour Capital Management. There, he oversees the daily and long-term financial operations of the company as a whole, planning and monitoring the business to ensure that it runs efficiently.

Before joining Valcour, Joe Schlim spent nine years working as an executive manager and CFO for Aladdin Holdings, LLC. Signing on at Aladdin soon after the company was founded, he previously served as senior vice president at Donaldson, Lufkin & Jenrette in 2000. Earlier in his career, he was a highly successful salesperson for JP Morgan Securities.

In his spare time, Joseph Schlim stays active and involved in his Los Angeles community. Having played baseball at the collegiate level, he now coaches a fast-pitch girls' softball team, and still follows college sports avidly. He also enjoys golfing, skiing, and boating. Schlim donates to many educational groups, as well as the American Red Cross and the American Cancer Society.


Objectives

Joseph Schlim was educated at the University of Virginia, where he first earned a bachelor of science, and later an MBA from the University's Darden Graduate School of Business. A dedicated professional, his hard work since then has propelled him up through the corporate ranks. Today, Joseph Schlim is CFO and managing partner of Valcour Capital Holdings, LLC, a holding company for Valcour Securities and Valcour Capital Management. There, he oversees the daily and long-term financial operations of the company as a whole, planning and monitoring the business to ensure that it runs efficiently.


Education

University Of Virginia - Darden Graduate School Of
University of Virginia - Darden Graduate School of Business Administration , Stamford , CT
Graduated: January 1991
Grade: MBA
Business Administration

University Of Virginia
University of Virginia , NA, NA
Graduated: January 1987
Grade: BS
Commerce


Employment History

September 2009 – Present: Valcour Capital Holdings
Company: Managing Partner
Stamford, CT
rior to founding Valcour Capital, Mr. Schlim was the Senior Managing Director for Corporate Credit at Aladdin Capital Holdings.

October 1997 – January 2000: Senior VP FI Sales
Company: Donaldson, Lufkin & Jenrette
NA, NA
na


Professional Skills

Managing Partner – Expert


Hobbies & Interests

Golf, Skiing, Boating, Coaching Girls Fastpitch Softball