Ms. de Valdivia plays a central role in delivering the precision, responsiveness, and white-glove service our clients expect. She works closely with the advisory team to ensure that every recommendation is translated into clear, timely, and seamless execution. Her behind-the-scenes coordination enables a consistently elevated client experience, allowing advisors to focus on strategy while she ensures every detail is carried out flawlessly.

Ms. de Valdivia began her career at UBS as a Branch Office Administrator, where she developed a strong foundation in operational excellence and high-touch client service. She later gained experience at several independent RIAs, refining her ability to support sophisticated clients across both planning and execution. Most recently, she worked alongside the founding team at their prior firm before joining them in launching Third View.

She holds a degree in Finance from Sacred Heart University in Fairfield, Connecticut. With a background that spans both institutional and independent platforms, Ms. de Valdivia brings a well-rounded perspective to client service, combining technical acumen with a deep understanding of the importance of trust, discretion, and follow-through.

She often describes her role as “laying the runway for a smooth takeoff and landing,” ensuring that every element of a client’s financial journey is supported with care, clarity, and consistency.

Ms. de Valdivia resides in Black Rock, a distinctive waterfront neighborhood within Bridgeport, Connecticut, known for its creative energy, coastal charm, and close-knit community. Outside of work, she enjoys painting, yoga, travel, exploring local thrift shops, and tackling DIY home projects.