Valerie McKellar is a Director, Investment Operations for SageView. She is a member of the Qualitative Investment Research team where her responsibilities include periodic investment analysis, manager due diligence, providing in-depth custom investment reports, and other institutional research projects.
Prior to joining SageView, Valerie worked for an LPL Financial advisory firm where she was responsible for providing client support within the Wealth Management division. She assisted the managing partner with financial planning for individuals and small businesses and ongoing account maintenance. Valerie also worked as a Tax Associate at a Southern California-based tax accounting firm.
Valerie graduated from Oregon State University with a bachelor's in Business Administration, Finance and Political Science. Valerie is also Morningstar Direct certified.