Russ Norwood

Russ Norwood

Gründer bei Venturi Investment Partners

Consumer Services
Finance

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.

Aktive Positionen von Russ Norwood

UnternehmenPositionBeginn
Gründer 01.08.2015
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Ehemalige bekannte Positionen von Russ Norwood

UnternehmenPositionEnde
Merrill Lynch Private Capital, Inc. Private-Equity-Analyst 31.08.2015
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Ausbildung von Russ Norwood

The University of Texas at Austin Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

99

Beziehungen ersten Grades

3

Unternehmen ersten Grades

Herr

Frau

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Führungskräfte

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Unternehmensverbindungen

Private Unternehmen2

Finance

Merrill Lynch Private Capital, Inc.

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