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ClaimInvestment Management
At VELA, we are dedicated to helping our clients achieve long-term financial wellbeing. Our valuation-centric investment philosophy and close attention to client needs set us apart.
VELA was founded in 2019 by Ric Dillon, CFA, Lisa Wesolek, and Jason Job, CFA. Together, they bring more than 90 years of combined investment experience to VELA. Our founders believed vertically integrated wealth and asset management services and a strong grounding in a valuation-centric investment philosophy would uniquely enable our firm to meet our goal of delivering long-term results for our clients.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
New Albany, OH
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Year founded
Founded 2019
1 Locations
- New Albany , OH
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