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PROFESSIONALS
Valerie L. Newell
Managing Director and Senior Portfolio Manager
newell@riverpointcm.com
Ms. Newell is a Managing Director of RiverPoint Capital Management and
Director of the Private Client and High Net Worth Group. As a veteran of the
investment management and financial services industry for over 30 years,
Valerie offers extensive financial expertise and experience.
Valerie, as a Senior Portfolio Manager, specializes in investment management,
financial planning and retirement planning for high net worth individuals,
multi-generational families, and retirees. She also has significant
experience in managing portfolios in a tax effective manner including
determining appropriate strategies for highly concentrated positions in low
basis stocks. She is a member of the Estate Planning Council, the American
Institute of CPA’s Financial Planning Section and
the Ohio Society of CPA’s.
Prior to joining RiverPoint in 2002, Valerie was a Managing Director of
Scudder, Stevens & Clark Private Investment Counsel and Director of the
Cincinnati Office. Scudder, previous to its purchase by Deutsche Bank, was a
long-standing independent investment advisor with national and international
operations. 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, where she specialized in mergers and acquisitions in the
Banking and Finance Industry.
Ms. Newell is Chairman of the Board of Trustees of the Cincinnati Art Museum
and Past Chair and Emeritus Trustee of the Museum Center at Union Terminal.
She is also a Trustee of the Cincinnati Parks Foundation, Hamilton County
Library Foundation, Beech Acres Foundation, and Co-Chair of the Investment
Committee of the University of Cincinnati Foundation where she also serves as
a Trustee. She recently completed an 11-year gubernatorial appointment to the
Board of Trustees of Bowling Green State University retiring as Chair of the
Board in 2004. She was appointed by President Bush to the National Women’s CEO Advisory Board.
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.
Mark
Hogan
Russell
Sims
Leon Loewenstine
Victor
Lassandro
Cathy
Ellsworth
Ryan
Brown
Pamela
Schmitt
Kirk Koppenhoefer
Stephanie
Parrish
Mary
Sawyer
Kris
Wickemeier
Joe
Schneider
Kathryn
Class
Other
Staff
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