RiverPoint Capital Management, Inc. Employee Directory

Investment ManagementOhio, United States11-50 Employees

With a mission of delivering leading investment advisory services to high-net-worth individuals, families and institutions, RiverPoint provides investment and financial planning through a team of experienced senior portfolio managers.

In 2017 and 2016, Barron’s ranked RiverPoint the #1 Wealth Advisor in Ohio, #20 on the list of Top 100 Independent Wealth Advisors and Valerie Newell, chairman, as the #4 Top 100 Woman Financial Advisors*.

RiverPoint is dedicated to putting client service and communication first. Portfolios are guided by RiverPoint partners and senior wealth advisors. Each portfolio manager and wealth advisor concentrates on a small number of clients, investing the time required to thoroughly understand each client’s unique circumstances and requirements.

Riverpoint was founded in 1995 and is affiliated with Mariner Wealth Advisors. As part of the Mariner organization, we have access to a back-office infrastructure that frees up our advisors to spend more time with our clients. We have access to others affiliated with Mariner, including asset managers, insurance associates and individuals who have experience with trust and estate planning.

*Barron’s awarded the 2016 #20 ranking in the Top 100 Independent Wealth Advisors, 2017 & 2016 #1 raking in Ohio in the Top 1200 Financial Advisors and the #4 Top 100 Woman Financial Advisors to Valerie Newell. The rankings are based on data provided by individual advisors and their firms with three major components: assets managed, revenue produced and quality of practice.

Third‐party rankings and recognition from publications, are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. Read more: http://riverpointcm.com/disclosure.html.

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