Profilo
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.
Posizioni attive di Russ Norwood
Società | Posizione | Inizio |
---|---|---|
Venturi Investment Partners
Venturi Investment Partners Investment ManagersFinance Venturi Investment Partners is a Private Equity firm founded in 1900. The firm is headquartered in Austin, Texas. | Fondatore | 01/08/2015 |
Precedenti posizioni note di Russ Norwood
Società | Posizione | Fine |
---|---|---|
Merrill Lynch Private Capital, Inc. | Analista di Private Equity | 31/08/2015 |
Formazione di Russ Norwood
The University of Texas at Austin | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Merrill Lynch Private Capital, Inc. | |
Venturi Investment Partners
Venturi Investment Partners Investment ManagersFinance Venturi Investment Partners is a Private Equity firm founded in 1900. The firm is headquartered in Austin, Texas. | Finance |
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- Insiders
- Russ Norwood