Marco Listrom
President
marco@valdesmoreno.com
816-221-6700
816-221-1310 fax
Mr. Listrom has a distinguished record in corporate and public finance spanning almost five decades. He founded Valdés & Moreno, Inc. in 1994 and in his management capacity oversees the entire firm with particular emphasis in the areas of underwriting, trading, risk management, compliance, and accounting. Mr. Listrom holds FINRA Series 4, 7, 24, 28, 53, 57, 79, and 99 registrations. Marco earned an MBA from the University of Missouri-Kansas City and a BS in Accountancy from the University of Missouri-Columbia. Mr. Listrom is also primarily responsible for the marketing and sales efforts of the firm.
Brian Cookson
Vice President
brian@valdesmoreno.com
816-221-6700
816-221-1310 fax
Mr. Cookson joined Valdés & Moreno, Inc. in 2006. He holds FINRA Series 7, 24, and 53 registrations. Brian earned an MBA from the University of Kansas and a Bachelor of Journalism from the University of Missouri-Columbia. Mr. Cookson is primarily responsible for retail trading and operations at the firm.
Patrick Hosty
Municipal Securities Principal
patrick@valdesmoreno.com
913-481-6586
Mr. Hosty first joined Valdés & Moreno, Inc. In 2009 after stints with Merrill Lynch and American Century. In 2015, Patrick, a true muni disciple, co-founded Neighborly Securities, an early fintech company intent on democratizing municipal bonds leveraging new technologies. He rejoined Valdés in 2019 when the vision did not entirely materialize. Lots was learned. He has since been involved in institutional sales for the firm and developed a market for tax credits. Mr. Hosty is a graduate of the University of Kansas and an MBA recipient from Rockhust University. His FINRA registrations include the categories of GS, GP, MR, MP, IB, CS, and OS.
Kelly Jones
Municipal Securities Representative
kelly@valdesmoreno.com
816-221-6700
816-221-1310 fax
Mr. Jones has been with Valdés & Moreno, Inc. since 2008. Kelly works primarily with individual investors and assists Mr. Listrom in compliance. He holds FINRA Series 27, 52 and 62 registrations and a degree in management from Park University. Kelly is dedicated to educating and helping new and experienced investors alike. Kelly’s hallmark is providing the information necessary for customers to make informed investment decisions. He values building lasting relationships and seeing investors to their goals.
Cesar maldonado
Managing Director
cesar@valdesmoreno.com
312-588-3310
Mr. Maldonado has been with Valdes & Moreno, Inc. since 2016. Prior employment includes time with Cabrera Capital Markets and JP Morgan Securities. He is the firm’s lead banker in Chicago having covered Chicago and state of Illinois credits extensively for 16 years. Clients include the City of Chicago, Chicago O’Hare International Airport, Chicago Board of Education, and Chicago Transit Authority. He is a graduate of Davidson College. His FINRA registrations are GS, MR, and MP.