Russ Norwood

Founding Partner | CEO

Professional Overview
Russ Norwood is a seasoned financial services executive with extensive expertise in wealth management, investment strategy, and client advisory. As the Founding Partner and CEO of Venturi Private Wealth, he leverages his deep industry knowledge to provide tailored financial solutions and personalized guidance to high-net-worth individuals and families.

Experience Summary

Current Role
As the Founding Partner and CEO of Venturi Private Wealth, Russ is responsible for driving the firm's strategic vision, overseeing investment management, and ensuring exceptional client service. Under his leadership, Venturi has become a trusted advisor to its clientele, delivering comprehensive wealth planning, portfolio optimization, and tax-efficient investment strategies. Russ' unwavering commitment to his clients' financial well-being has earned him a reputation as a trusted partner in the industry.

Career Progression
Prior to founding Venturi Private Wealth, Russ held the role of Managing Director-Wealth Management at Merrill Lynch Private Banking & Investment Group. In this position, he managed a team of financial advisors and was responsible for developing customized investment solutions and financial plans for high-net-worth clients. Throughout his career, Russ has demonstrated a keen ability to navigate complex financial markets, identify growth opportunities, and deliver exceptional results for his clients.

Academic Background
Russ holds a Bachelor of Business Administration degree from the University of Texas at Austin, where he majored in Finance. He is a Certified Financial Planner (CFP) and has completed additional professional certifications in investment management and financial planning.

Areas of Expertise

• Wealth management and financial planning

• Investment strategy and portfolio optimization

• Tax-efficient investment solutions

• High-net-worth client advisory

• Team leadership and practice management

Professional Impact
Russ is an active member of the Financial Planning Association (FPA) and the CFA Institute, where he contributes to industry discussions and shares his insights on emerging trends and best practices. He has been recognized by his peers for his innovative approach to wealth management and his commitment to delivering exceptional client experiences.

Conclusion
With over two decades of experience in the financial services industry, Russ Norwood is a respected leader and trusted advisor to his clients. His unwavering dedication to financial planning, investment management, and client-centric service has positioned him as a valuable asset to the clients and communities he serves.