Valerie McKellar
Analyst-Equity at SageView Advisory Group LLC
Profile
Ms. Valerie McKellar is an Investment Analyst at SageView Advisory Group LLC.
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, she 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.
She also worked as a Tax Associate at a Southern California based tax accounting firm.
Ms. McKellar graduated from Oregon State University with a Bachelor of Science degree in Business Administration, Finance and Political Science.
Valerie McKellar active positions
| Companies | Position | Start |
|---|---|---|
SageView Advisory Group LLC
 SageView Advisory Group LLC Investment ManagersFinance SageView Advisory Group LLC (SAG) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded by Randall Long in 1989. SAG provides asset management services to individual and institutional clients. | Analyst-Equity | - |
Training of Valerie McKellar
| Oregon State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView Advisory Group LLC (SAG) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded by Randall Long in 1989. SAG provides asset management services to individual and institutional clients. | Finance |
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