Russ Norwood

Russ Norwood

Founder at Venturi Investment Partners

Consumer Services
Finance

Profile

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.

Russ Norwood active positions

CompaniesPositionStart
Founder 31/07/2015
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Former positions of Russ Norwood

CompaniesPositionEnd
Merrill Lynch Private Capital, Inc. Private Equity Analyst 30/08/2015
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Training of Russ Norwood

The University of Texas at Austin Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

99

1st degree connections

3

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies2

Finance

Merrill Lynch Private Capital, Inc.

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