Valerie Newell

Valerie L. Newell, CPA*

Principal & Senior Wealth Advisor

Cincinnati, OH

As principal and senior wealth advisor, Valerie specializes in investment management, financial planning and retirement planning for high-net-worth individuals, families and retirees. Her experience includes managing investment 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.

Valerie has a special focus of working with multi generational families. Her objective is to help them continue their legacies of planning for their future and managing their wealth successfully from generation to generation.

Prior to her time at Mariner Wealth Advisors, Valerie co-founded RiverPoint Capital Management and was their chairman. The firm joined forces with Mariner Wealth Advisors in 2012. She was also the managing director of Scudder, Stevens & Clark Private Investment Counsel’s Cincinnati office. Valerie started her career as a CPA specializing in mergers and acquisitions in the banking and finance industry.

Valerie was ranked #3 in 2018 and #4 in 2017 on Barron’s list of Top 100 Women Financial Advisors. She has been ranked the #1 Financial Advisor in Ohio by Barron’s for three years in a row.

Valerie currently serves as a trustee of the Bowling Green State University Foundation, Summit Country Day Foundation and the Junior League of Cincinnati Endowment Fund. She is also an Emeritus Trustee at both the Cincinnati Art Museum and the Cincinnati Museum Center where she was the first woman elected as chairman of the Board for both institutions. Valerie is an Emeritus Trustee of the University of Cincinnati Foundation where she served as the Chairman of the investment committee. She also completed an 11-year gubernatorial appointment to the Board of Trustees of Bowling Green State University.

Valerie graduated 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, 2017 and 2018, 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.