Valerie Newell

Valerie L. Newell, CPA*

Managing Partner

Cincinnati, OH

Valerie is managing partner of Mariner's Cincinnati and Indianapolis locations. As a veteran of the investment management and financial services industry for over 25 years, Valerie has extensive financial expertise and experience. She was ranked #4 on Barron’s 2016 Top 100 Women Advisors list. The firm was also ranked #1 Advisor in Ohio on Barron’s 2016 Top Advisors by State list and #20 on Barron’s 2016 list of Top 100 Independent Wealth Advisors.

Valerie specializes in investment management, financial planning and retirement planning for high-net-worth individuals, multi-generational families and retirees. She has significant experience in managing portfolios in a tax-effective manner, including determining appropriate strategies for highly-concentrated positions in low-basis stocks such as Procter & Gamble and General Electric.

Prior to starting RiverPoint Capital Management (which rebranded to Mariner Wealth Advisors in 2018) in 2002, Valerie was managing director of Scudder, Stevens & Clark Private Investment Counsel and director of the Cincinnati office. Scudder, prior to its purchase by Deutsche Bank, was a long-standing independent investment advisor with national and international operations. Prior to Scudder, Valerie was vice president and portfolio manager at Haberer Registered Investment Advisor. Valerie started her career as a CPA in the public accounting firm of Arthur Andersen.

Valerie is an Emeritus Trustee and past Chair of the Board of Trustees at both the Cincinnati Art Museum and the Museum Center at Union Terminal. She is also a trustee of the Cincinnati Parks Foundation, Summit Country Day Foundation, Beech Acres Foundation and Co-Chair of the investment committee of the University of Cincinnati Foundation. She completed an 11-year gubernatorial appointment to the Board of Trustees of Bowling Green State University retiring as Chair of the Board in 2004. She was appointed by President Bush to the National Women’s CEO Advisory Board and in 2008 received a prestigious “We Lead” award from the Cincinnati Chamber of Commerce for her business achievements. The YWCA honored Valerie as a Career Woman of Achievement and the Girl Scouts recently named her as a recipient of the Woman of Distinction award.

Valerie received a Bachelor of Business Administration degree graduating Magna Cum Laude from Bowling Green State University.


*Inactive license to practice public accounting

Valerie Newell received the Barron’s awards when she was chairman of RiverPoint Capital Management. In 2016, she was ranked number one in Ohio in America’s Top 1,200 Financial Advisors. Barron’s lists the top wealth advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices.