Valerie McKellar

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.