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.
She was ranked #1 Financial Advisor in Ohio by Barron’s from 2016-2021. She was ranked #4 in 2020 and 2019, #3 in 2018 and #4 in 2017 and 2016 on Barron’s list of America’s Top 100 Women Financial Advisors. She was ranked #10 in 2020 and #9 in 2019 on Barron’s Top 100 Independent Wealth Advisors list. Lastly, Valerie was ranked #47 on Forbes 2020 Top Women Wealth Advisors list.
In addition, she has been a guest speaker for Barron’s Australia Summit and Barron’s London Summit.
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.
*Inactive license to practice public accounting
Barron’s publishes four financial rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,200, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com.
Advisors are selected for the Forbes rankings by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. For additional information visit www.forbes.com.