Russ Norwood

Russ Norwood

Fundador en Venturi Investment Partners .

Consumer Services
Finance

Perfil

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.

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Fundador 01/08/2015
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Merrill Lynch Private Capital, Inc. Analista de Capital Privado 31/08/2015
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Formación de Russ Norwood.

The University of Texas at Austin Undergraduate Degree

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Merrill Lynch Private Capital, Inc.

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