Valerie Lucille Newell

Valerie Lucille Newell

Portfolio Manager-Aktien bei Mariner LLC

Finance
Consumer Services
Commercial Services

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.

Aktive Positionen von Valerie Lucille Newell

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.01.2012
Alle aktiven Positionen von Valerie Lucille Newell

Ehemalige bekannte Positionen von Valerie Lucille Newell

UnternehmenPositionEnde
Scudder Stevens & Clark Inc Portfolio Manager-Aktien 31.12.2001
Vorsitzender -
Corporate Officer/Principal -
Portfolio Manager-Aktien 31.12.1989
Vorsitzender 01.01.2018
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Ausbildung von Valerie Lucille Newell

Bowling Green State University Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

28

Beziehungen ersten Grades

7

Unternehmen ersten Grades

Herr

Frau

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Unternehmensverbindungen

Private Unternehmen6

Finance

Scudder Stevens & Clark Inc

Finance

Finance

Commercial Services

Consumer Services

Finance

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