Valerie Lucille Newell
Gestionnaire de Portefeuille-Actions chez Mariner LLC
Profil
Ms. Valerie L.
Newell, CPA, is a Principal & Senior Wealth Advisor at Mariner LLC.
She specializes in investment management, financial planning and retirement planning for high-net-worth individuals, families and retirees.
She 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.
She is also an Emeritus Trustee of the University of Cincinnati Foundation where she served as the Chairman of the investment committee.
Prior to her time at Mariner Wealth Advisors, Ms. Newell co-founded RiverPoint Capital Management and was chairman.
The Mariner LLC joined forces with Mariner Wealth Advisors in 2012.
She was also the managing director of Scudder, Stevens & Clark Private Investment Counsel’s Cincinnati office.
She 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.
Postes actifs de Valerie Lucille Newell
| Sociétés | Poste | Début |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2012 |
Anciens postes connus de Valerie Lucille Newell
| Sociétés | Poste | Fin |
|---|---|---|
| Scudder Stevens & Clark Inc | Gestionnaire de Portefeuille-Actions | 31/12/2001 |
Cincinnati Art Museum
 Cincinnati Art Museum Other Consumer ServicesConsumer Services Cincinnati Art Museum offers art making, self-guided tours, and See Play Learn Kits. The museum is located at 953 Eden Park Drive in Cincinnati, OH. Free and accessible parking are available. The museum features a diverse, encyclopedic art collection of more than 67,000 works spanning 6,000 years. | Président | - |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Haberer Registered Investment Advisor, Inc.
 Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | Gestionnaire de Portefeuille-Actions | 31/12/1989 |
Mariner Wealth Advisors-Cincinnati LLC
 Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Président | 01/01/2018 |
Formation de Valerie Lucille Newell
| Bowling Green State University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Mariner Wealth Advisors-Cincinnati LLC
Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Finance |
| Scudder Stevens & Clark Inc | Finance |
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Cincinnati Art Museum
Cincinnati Art Museum Other Consumer ServicesConsumer Services Cincinnati Art Museum offers art making, self-guided tours, and See Play Learn Kits. The museum is located at 953 Eden Park Drive in Cincinnati, OH. Free and accessible parking are available. The museum features a diverse, encyclopedic art collection of more than 67,000 works spanning 6,000 years. | Consumer Services |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
