Russ Norwood

Fondateur chez Venturi Investment Partners

Profil

Mr. Russell W.
Norwood is a Chief Executive Officer & Founding Partner at Venturi Wealth Management LLC.
He provides investment guidance and wealth management strategies to highly affluent clients, with particular depth in discretionary portfolio management, alternative investments, and estate planning.
He has significant experience providing planning and investment advisory services to clients with concentrated wealth, predominantly from the ownership of closely held businesses or equity ownership in a publicly traded company.
Prior to founding Venturi Wealth Management, he spent more than twenty three years at Merrill Lynch, where he was a Managing Director and Private Wealth Advisor within the Private Banking and Investment Group.
Mr. Norwood has worked in financial services since 1986.
He began his career at Prudential Bache in the Corporate Executive Services Department.
He earned his B.A.
in Business Economics from the University of Texas at Austin.
He holds the Certified Investment Management Analyst (CIMA) and Certified Financial Planner (CFP) designations.

Postes actifs de Russ Norwood

Sociétés	Poste	Début
Venturi Investment Partners	Fondateur	01/08/2015

Anciens postes connus de Russ Norwood

Sociétés	Poste	Fin
Merrill Lynch Private Capital, Inc.	Analyste en capital-investissement	31/08/2015

Formation de Russ Norwood

The University of Texas at Austin

Undergraduate Degree