Russ Norwood

Russ Norwood

Fondatore presso Venturi Investment Partners

Consumer Services
Finance

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

SocietàPosizioneInizio
Fondatore 01/08/2015
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Precedenti posizioni note di Russ Norwood

SocietàPosizioneFine
Merrill Lynch Private Capital, Inc. Analista di Private Equity 31/08/2015
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Formazione di Russ Norwood

The University of Texas at Austin Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

99

Relazioni di 1° grado

3

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private2
Merrill Lynch Private Capital, Inc.

Finance

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