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Published profile
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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- Published practice focus
- Investment management
- Credentials in source
- CPA (inactive license)
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Source review recorded: 2026-09-16. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.
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