Valerie Newell

Valerie L. Newell, CPA*

Principal

Cincinnati, OH

As principal, Valerie specializes in investment management, financial planning and retirement planning for high-net-worth individuals, multi-generational families and retirees. She has 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.

Valerie was ranked #3 in 2018 and #4 in 2017 on Barron’s list of Top 100 Women Financial Advisors. She was #14 on Barron’s 2017 list of Top 100 Independent Wealth Advisors and ranked #1 Wealth Advisor in Ohio by Barron’s in 2018, 2017 and 2016 while serving as Chairman of RiverPoint Capital Management.

Prior to her time at Mariner Wealth Advisors, Valerie founded RiverPoint Capital Management. Valerie was also the managing director of Scudder, Stevens & Clark Private Investment Counsel. 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 and was named a Woman of Distinction by the Girl Scouts in 2012.

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, 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.

The Girl Scouts Woman of Distinction Award was established in 1990 to recognize the significant achievements of women who demonstrate strong initiative and personal leadership on issues related to women and girls. Nominees must meet one of the following criteria: 1. Be 18 years or older; 2. Reside or work in the northeast Ohio area; or 3. Strengthen girl scouting with their vision, initiative and leadership.