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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 Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Gestionnaire de Portefeuille-Actions | 01/01/2012 |
Anciens postes connus de Valerie Lucille Newell
| Sociétés | Poste | Fin |
|---|---|---|
Scudder Stevens & Clark Inc
 Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions | Gestionnaire de Portefeuille-Actions | 31/12/2001 |
Cincinnati Art Museum
 Cincinnati Art Museum Other Consumer ServicesConsumer Services Operates as an art museum | Président | - |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Haberer Registered Investment Advisor, Inc.
 Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Haberer is a large-cap growth manager. They use bottom-up analysis to identify stocks with good historical and future annual earnings growth rates, sound balance sheets, experienced management, low long-term debt, market leadership and solid ROE. | Gestionnaire de Portefeuille-Actions | 31/12/1989 |
Mariner Wealth Advisors-Cincinnati LLC
 Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Riverpoint Capital Management (RCM) employs proprietary investment and analysis and an efficient investment selection process that seeks to identify companies with dominant market shares within their industries; with balance sheets that demonstrate financial strength and flexibility; and that generate strong consistent earnings. The firm's investment process relies on quantitative, fundamental and technical analysis, as well as a variety of proprietary models and analytical tools. They also seek to invest in companies with a history of treating shareholders equitably and companies with a history of dividend growth. RCM's investment approach is based on the premise that diversification is key to protecting their clients' investments. The firm seeks to provide clients with well-diversified portfolios consisting of multiple asset classes. They seek to help clients meet their investment objectives with the least amount of risk. RCM diversifies portfolios across multiple asset classes including cash, bonds, stocks and alternative investments. All of their investments are publicly-traded, liquid investments that are listed on a major US exchange. RCM considers investments in: (1) cash including high-quality money market funds (2) fixed-income securities including high-quality corporate bonds, US Treasuries, municipal bonds and preferred stock (3) large-cap, mid-cap and small-cap growth and value stocks, dividend growth stocks and international equities and (4) alternative investments including REITs, commodities, MLPs, high-yield bonds and long/short funds. RCM's bond management strategy is designed to deliver attractive after-tax returns while reducing risk. They invest in fixed-income securities to reduce the volatility of clients' portfolios while increasing income. RCM has extensive experience in managing bond portfolios through all economic and market cycles. Their fixed-income investment strategy begins with an analysis of the financial and economic outlook as it relates to interest rates. RCM then determines the maturity, duration and credit quality of the bonds to be selected. They focus on high-quality bonds that generate consistent, dependable income. | Président | 01/01/2018 |
Formation de Valerie Lucille Newell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Scudder Stevens & Clark Inc
Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions | Finance |
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Haberer is a large-cap growth manager. They use bottom-up analysis to identify stocks with good historical and future annual earnings growth rates, sound balance sheets, experienced management, low long-term debt, market leadership and solid ROE. | Finance |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
Mariner Wealth Advisors-Cincinnati LLC
Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Riverpoint Capital Management (RCM) employs proprietary investment and analysis and an efficient investment selection process that seeks to identify companies with dominant market shares within their industries; with balance sheets that demonstrate financial strength and flexibility; and that generate strong consistent earnings. The firm's investment process relies on quantitative, fundamental and technical analysis, as well as a variety of proprietary models and analytical tools. They also seek to invest in companies with a history of treating shareholders equitably and companies with a history of dividend growth. RCM's investment approach is based on the premise that diversification is key to protecting their clients' investments. The firm seeks to provide clients with well-diversified portfolios consisting of multiple asset classes. They seek to help clients meet their investment objectives with the least amount of risk. RCM diversifies portfolios across multiple asset classes including cash, bonds, stocks and alternative investments. All of their investments are publicly-traded, liquid investments that are listed on a major US exchange. RCM considers investments in: (1) cash including high-quality money market funds (2) fixed-income securities including high-quality corporate bonds, US Treasuries, municipal bonds and preferred stock (3) large-cap, mid-cap and small-cap growth and value stocks, dividend growth stocks and international equities and (4) alternative investments including REITs, commodities, MLPs, high-yield bonds and long/short funds. RCM's bond management strategy is designed to deliver attractive after-tax returns while reducing risk. They invest in fixed-income securities to reduce the volatility of clients' portfolios while increasing income. RCM has extensive experience in managing bond portfolios through all economic and market cycles. Their fixed-income investment strategy begins with an analysis of the financial and economic outlook as it relates to interest rates. RCM then determines the maturity, duration and credit quality of the bonds to be selected. They focus on high-quality bonds that generate consistent, dependable income. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Bowling Green State University
 Bowling Green State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cincinnati Art Museum
Cincinnati Art Museum Other Consumer ServicesConsumer Services Operates as an art museum | Consumer Services |
