Valerie Newell featured speaker at Barron's Top Independent Women Advisors Summit
Valerie Newell, RiverPoint Capital Management's Chairman, was a speaker recently at the Barron's Top Independent Women Advisors Summit held in Washington D.C.
RiverPoint's Own Valerie Newell Ranked #4 for Top 100 Women Financial Advisors in 2016 & 2017 by Barron's
For the second year in a row, RiverPoint's own Valerie Newell has garnered the #4 Top 100 Women Financial Advisors ranking by Barron's . The ranking reflects assets under management, revenue the advisors generate for their firms, and the quality of their practices.
For the Second Year In a Row, RiverPoint is Ranked #1 Wealth Advisor in Ohio by Barron’s
Valerie Newell, who is Barron’sﾠ top-ranked advisor in Ohio, says her clients are riveted by the goings-on in Washington. “One camp is excited and enthused about the changes they think are on the horizon,” she says. “Another camp is totally terrified and asking about how to make their portfolios more volatility resistant.”
RiverPoint Capital Management Ranked #20 on Barron’s 2016 List of Top 100 Independent Wealth Advisors
Valerie L. Newell, CPA, chairman and managing director of RiverPoint Capital Management has been ranked #20 on Barron’s 2016 list of the Top 100 Independent Wealth Advisors in the United States. The Barron’s rankings reflect the quality of the advisors’ practices, the amount of assets overseen by the advisors and their teams, and revenue.
RiverPoint Capital Management Ranked #29 on
Barron’s 2015 List of Top 100 Independent
Barron’s specifically awarded the 2016 #20 and 2015 #29 rankings in the Top 100 Independent Wealth Advisors in the United States and ﾠ2016 and 2017 #1 raking in Ohio in America’s Top 1200 Financial Advisors, to the Chairman of RiverPoint Capital Management, Valerie Newell.ﾠThe 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. For additional information visitﾠwww.barrons.com.ﾠThe rankings are not indicative of future performance.ﾠ