Great Valley Advisor Group promotes Cheryl DeRosa to Chief Compliance Officer

Great Valley Advisor Group, the Berwyn, PA based, leading technology-driven, full-service Registered Investment Advisor has promoted Director of Compliance, Cheryl deRosa to Chief Compliance Officer. Cheryl has more than 29 years of experience in various management roles within RIAs, and after joining GVA at our founding 8 years ago, has been building and leading our internal compliance team.

Her accomplishments during that time include meticulous development and delivery of compliance guidelines, creation and execution of our policy training program, and end-to-end oversight of all firm procedures and best practices.

“Cheryl has been an integral part of the GVA team since day one, helping us navigate the compliance landscape since 2014. She has built strong relationships with our advisors, as well as a great friendship and respect among the staff and there is no doubt that she will do a fantastic job as GVA’s CCO.”

James Spinelli, Chief Operations Officer & Managing Partner

Cheryl’s guidance of GVA’s compliance services has been integral to the firm’s overall growth over the years as a leading technology-driven, full-service RIA. Her expertise and steady advice has enabled GVA to experience explosive growth and helped create the unique family culture that continues to attract both advisors and clients to the GVA family.

Her experience over the past three decades includes a variety of management roles within different RIAs as well as Citibank, before joining the compliance team at GVA in 2014, where she has used her experience, work ethic, and background to transform the compliance operations and help build Great Valley Advisors into the firm it is today.

GVA is a technology-driven full-service Registered Investment Advisor. We invite you to learn more about GVA’s customized solutions here.