BACKGROUND & PLANNING FOCUS
Get to know Valerie.
Valerie Newell advises affluent individuals, retirees and multigenerational families from Cincinnati. Her work connects investment management with retirement planning and tax-aware portfolio decisions. She co-founded RiverPoint Capital Management before it joined Mariner in 2012. Her biography identifies her public accounting license as inactive.
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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
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