Valerie L. Newell, CPA*

Designations and Licenses

Valerie is a Certified Public Accountant.*

Experience and Education

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. She also specializes in working with multigenerational families, helping 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 cofounded RiverPoint Capital Management and served as its 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.

She graduated Magna Cum Laude from Bowling Green State University.

Accolades

Barron’s has ranked Valerie as a Top #1 Financial Advisor in Ohio from 2016-2022. She was also ranked on Barron’s list of America’s Top 100 Women Financial Advisors: #3 in 2022, #5 in 2021, #4 in 2020 and 2019, #3 in 2018 and #4 in 2017 and 2016. She was ranked #4 in 2022, #11 in 2021, #10 in 2020 and #9 in 2019 on Barron’s Top 100 Independent Wealth Advisors list. In addition, she has been a guest speaker for Barron’s Australia Summit and Barron’s London Summit.

Personal Interests

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’s Office

*Inactive license to practice public accounting 

Top 100 Women Advisors: Barron’s rankings for 2016-2022 were published in June of each award year based on March 31^st data, including 1- and 5-year periods.

Top 100 Independent Advisors: Barron’s rankings for 2019-2022 were published in September of each award year based on June 30^th data, including 1- and 5-year periods.

Top 1,200 Advisors: Advisors are ranked and organized on a state-by-state basis. Barron’s rankings for 2016-2022 were published in March of each award year based on the previous year’s September 30^th data, including 1- and 5-year periods.

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