Valerie L. Newell, CPA*
Chairman and Managing Director
Valerie is the chairman of RiverPoint Capital Management and director of the private client and high-net-worth group. She was ranked #20 on Barron’s 2016 list of Top 100 Independent Wealth Advisors and #4 on Barron’s 2016 list of Top 100 Women Financial Advisors. RiverPoint was also ranked #1 Wealth Advisors in Ohio by Barron’s in 2016. Valerie has been named a Five Star Wealth Manager by Cincinnati Magazine and Five Star Professional every year from 2012-2015.
Valerie specializes in investment management, financial planning and retirement planning for high-net-worth individuals, multi-generational families and retirees. She has experience in managing portfolios in a tax-effective manner, including determining appropriate strategies for highly concentrated positions in low-basis stocks such as Procter & Gamble and General Electric.
Prior to joining RiverPoint Capital Management in 2002, Valerie was a managing director of Scudder, Stevens & Clark Private Investment Counsel and director of the Cincinnati office. Valerie spent 12 years at Scudder, where she specialized in the management of investment assets for wealthy individuals and their families and was a member of the national management team. Previously, Valerie was a vice president and portfolio manager at Haberer Registered Investment Advisor. Valerie started her career as a CPA in the public accounting firm of Arthur Andersen.
Valerie is an Emeritus Trustee and past Chairman of the Board of Trustees at both the Cincinnati Art Museum and the Museum Center at Union Terminal. She is also a trustee of the Summit Country Day Foundation, Junior League of Cincinnati Endowment Fund and chair of the investment committee of the University of Cincinnati Foundation where she also serves as a Trustee. She completed an 11-year gubernatorial appointment to the Board of Trustees of Bowling Green State University retiring as Chair of the Board. She was appointed by President Bush to the National Women’s CEO Advisory Board and, in 2008, received a prestigious “We Lead” award from the Cincinnati Chamber of Commerce for her business achievements. The YWCA honored Valerie as a Career Woman of Achievement and the Girl Scouts recently named her as a recipient of the Woman of Distinction award.
Valerie received a Bachelor of Business Administration degree graduating Magna Cum Laude from Bowling Green State University where she was a two-time All American swimmer.