![Russ Norwood](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Russell W.
Norwood is a Founder & Chief Executive Officer at Venturi Investment Partners and at Venturi Wealth Management LLC.
He leads a team of 35 professionals who manage over $2 billion in assets for ultra-high-net-worth clients across public and private markets.
He leverages his expertise in financial planning, wealth transfer strategy, concentrated stock management, and alternative investments to create sustained generational prosperity for entrepreneurs and executives who are typically first-generation wealth creators.
Mr. Norwood was previously employed as a Managing Director by Merrill Lynch Private Capital, Inc. He has been a trusted advisor and financial services entrepreneur for over 30 years.
He spent 24 years as a Managing Director and Private Wealth Advisor at Merrill Lynch, where he served clients with complex and concentrated wealth needs.
He co-founded Venturi in 2015 with a vision to create an independent firm.
He received his undergraduate degree from The University of Texas at Austin.
Postes actifs de Russ Norwood
| Sociétés | Poste | Début |
|---|---|---|
Venturi Investment Partners
 Venturi Investment Partners Investment ManagersFinance Venturi Investment Partners invests in companies located in the US. The firm focuses on companies such as additive manufacturing, artificial intelligence. | Fondateur | 01/08/2015 |
Venturi Wealth Management LLC
 Venturi Wealth Management LLC Investment ManagersFinance Venturi primarily utilizes a fundamental method of analysis. The firm allocates client assets among various mutual funds, ETFs, individual debt and equity securities, options and independent investment managers in accordance with their stated investment objectives. Venturi consults with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their portfolios. | Directeur Général | 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
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96
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4
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Private Capital, Inc. | |
Venturi Wealth Management LLC
Venturi Wealth Management LLC Investment ManagersFinance Venturi primarily utilizes a fundamental method of analysis. The firm allocates client assets among various mutual funds, ETFs, individual debt and equity securities, options and independent investment managers in accordance with their stated investment objectives. Venturi consults with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their portfolios. | Finance |
Venturi Investment Partners
Venturi Investment Partners Investment ManagersFinance Venturi Investment Partners invests in companies located in the US. The firm focuses on companies such as additive manufacturing, artificial intelligence. | Finance |
