Val Lonergan

Client Service Associate

Val serves as a Client Service Associate at Robertson Stephens, where she is dedicated to delivering exceptional client service and building lasting relationships through personalized support and attention to detail.

Prior to joining the firm, Val gained experience in estimating and administrative support while working in her family’s business, where she developed strong organizational, communication, and client service skills. She brings two years of experience in the financial services industry, along with a solutions-oriented approach and a strong foundation in finance, business law, and ethics.

Val earned a Bachelor of Arts in English Literary Studies with a focus on Entrepreneurship from the University of Denver.

She is passionate about helping others and is committed to creating positive client experiences by providing thoughtful, reliable, and personalized service.

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