Westin is a Senior Portfolio Manager with Venturi Wealth Management. Westin focuses on developing and managing tailored investment strategies for clients and ensuring proper alignment with client’s wealth management goals. Additionally, as a member of Venturi’s Investment Team he is responsible for helping formulate Venturi’s asset allocations, investment outlook, and market views.

Previously, Westin spent 10 years as a Vice President at JPMorgan both in New York and Austin in a variety of investment roles. Most recently he was an Investment Specialist with JPM’s Private Bank where he was responsible for the portfolio construction and management of investment portfolios and providing clients with advice and execution across global markets. Additionally, he held roles as an Investment Research Strategist and also in the Investor Relations group. His primary role was to help manage the firm’s earnings related dialogue with its largest investors as well as the sell research analyst community.

Westin holds a B.B.A. in Finance & Accounting from Texas Christian University. He is a Chartered Financial Analyst® (CFA®) charter holder. Westin and his wife, Amy, relocated to Austin in 2016 and have a young son and daughter, Wade & Arden. Westin enjoys competing in bike races as well as running, hiking, and being outdoors with his family.

Mike Banks is the Chief Financial Officer of Venturi Private Wealth. He brings 25 years of finance and operational experience to the firm. Mike provides fiduciary oversight and financial management of the firm, infrastructure development, and controls to ensure prudent management of client assets. Mike provides business advisory consulting on personal business matters of clients primarily in private business evaluations, financial assessment including modeling, investment due diligence, and M&A pre-planning.

Mike has a proven track record working with companies in high growth environments. Prior to joining Venturi, he led the finance & operations of two growth companies, both resulting in successful liquidity events. He has provided financial consulting on over 100 different business engagements over a broad range of industries including software, SaaS, semiconductor, manufacturing, renewable energy, service, and healthcare. He has led successful early-round equity fundings and debt financings.

Mike earned an M.B.A. from the University of Texas at Austin and a Bachelor’s of Science in Mechanical Engineering from Texas A&M University. He received his Chartered Financial Analyst (CFA®) designation and holds co-ownership in two technology patents. He has been an instructor on renewable energy economics and corporate M&A. He has been an executive advisor to a local Austin private school and served on the Finance Committee of the City of Sunset Valley.

In his free time, Mike enjoys spending time with his wife, Janna and their three children. He also spends as much time as possible at LadyBird Lake, where he attempts to run.

Ashi Parikh is President and Chief Investment Officer for Venturi Private Wealth. Ashi joins Venturi as an integral part of the firm’s growing investment team, with an impressive career of more than 30 years of experience in leadership positions in the industry, combined with an exceptional track record as a top quartile money manager.

In his most recent role, Ashi was CEO and CIO of RidgeWorth Investments in Atlanta, GA where he helped grow the firm to over $41 billion. Ashi also served as the Chief Investment Officer of Eagle Asset Institutional Growth Strategies and Eagle Growth Partners, LP. In recognition of his exceptional investment returns Ashi was named to Barron’s Top 100 Managers, and for ten years Ashi ranked in the industry’s top quartile as a portfolio manager. Ashi is a graduate of The Ohio State University where he received a BSBA in Economics, summa cum laude. He also has an MBA from Harvard Graduate School of Business. Ashi is a sitting board member of PMP (US Bancorp) Funds and IWG.

Russ Norwood is the CEO and Founder of Venturi Private Wealth and Venturi Investment Partners.  For more than 30 years Russ has been a trusted advisor to first generation wealth creators that have created their wealth as successful entrepreneurs and public company executives.  The firm mission is to turn new money into long-term, generational wealth for the benefit of clients, their families and society with an innovative approach to wealth management.  Prior to Venturi, Russ was a Managing Director in the Private Banking and Investment Group of Merrill Lynch in Austin for 24 years.

His career as an advisor and financial services entrepreneur began in 1986 after graduating from the University of Texas at Austin with a B.A. in Business Economics.  He also holds the Certified Investment Management Analyst^® (CIMA^®) and CERTIFIED FINANCIAL PLANNER^TM (CFP^®) designations.  Russ currently serves on the Advisory Board to the University of Texas McComb’s Wealth Management Program, a unique program preparing McComb’s Business School students to be future leaders in the wealth management industry.  A lifelong student of the industry, Russ is passionate about putting practice to work in his own family and sharing his experience with others as a member of Tiger 21.

An Instrument-Rated Private Pilot and an avid aviator, Russ flies volunteer missions for Angel Flight, an organization that provides free medical transportation to patients battling cancer and other serious illnesses.

Alex Holt is an Associate Advisor at Venturi Private Wealth. Alex’s primary objective is helping clients and their families achieve their financial goals by developing tailored strategies to fit their needs. Alex earned his Bachelor of Business degree in Finance from the University of Oklahoma and is currently working towards a Master of Science in Finance. Prior to attending OU, Alex served 4 years in the United States Marine Corps and was stationed at Camp Pendleton in Southern California where he achieved the rank of Sergeant. Alex began his military career as an Infantry Team Leader and went on to graduate from Scout Sniper School in Quantico, Virginia. Alex has gained valuable experience working with individuals across the globe and has had the opportunity to travel throughout Europe and Southeast Asia.

Alex grew up in Overland Park, Kansas and now lives in Oklahoma City. In his free time, Alex enjoys traveling, spending time with friends and family, playing guitar and training his German Shepherd, Harvey.

Rodney Gamble is a Lead Insurance Advisor for Venturi Wealth Management. Rodney is passionate about providing his clients with the best plan tailored for their unique situation. He is consistently learning about their needs and the options that will best accomplish their goals. He has significant experience in working with individual clients and business owners in providing individual life insurance for estate planning and business needs.

Prior to joining Venturi Wealth Management, Rodney worked for over 35 years in providing strategic financial planning for corporations, government entities, privately owned businesses and individuals. From 1991-2016 he had his own firm in providing life insurance and group benefits. Before starting his own firm, Rodney was a business manager at Lockheed Missiles and Space. He was responsible for managing budgets of over $200 million dollars in funds. He has multiple awards and honors including; Lifetime Member of the Million Dollar Round Table, Jefferson-Pilot Sales Leadership Recognitions, New York Life Associate of the Year, Lockheed Performance Incentive Award and Lockheed Productivity Improvement Program Award.

Rodney is a native Austinite and received his BBA in Finance from The University of Texas. He has been married to his wife Debbie for over 37 years and they have 3 adult sons. They currently reside in Lakeway and attend Lakeway Church. They continue to be actively involved in the Lake Travis and Austin communities. In his spare time Rodney enjoys camping, hunting, tennis and golf.

Paul Boulus is the Director of Marketing for Venturi Private Wealth. With over 15 years of marketing experience, Paul is passionate about forming impactful connections with the communities and clients in which Venturi serves.

Prior to joining Venturi, Paul served as the Founder of Scripted Strategies, a full-service digital marketing agency to the wealth management industry. Paul graduated from Miami University (Oxford, OH) with a BS in Finance, and earned a Master in Business Administration from the Kellogg School of Management at Northwestern University. Paul is also Certified Alternative Investments Analyst (CAIA).

Paul lives in Chicago with his wife (Libby) and daughter (Emilia). In his free time Paul enjoys traveling with his family, spending time in Northern Michigan, and moonlighting as a basement rockstar on the guitar and piano.

Cole Edmiston is a Lead Advisor at Venturi Private Wealth. Cole works with families and individuals to create strategies to allow their wealth to achieve their aspirations. Cole’s primary goal is to put clients’ interests first, and then work tirelessly to ensure their goals are the drivers of their long-term strategy and investments.

Cole attended Baylor University where he played four years on the football team. A strong supporter of his alma mater, you can still find Cole in Waco on a fall Saturday watching the Bears play. He earned his Bachelor of Business degree in Finance and Marketing.

Cole lives in Lakeway with his wife Emory. Away from the office, Cole and Emory are active in their church and community. During his time at Baylor, Cole was very involved in the Fellowship of Christian Athletes program, as well as the Humane Society. During his free time, Cole loves to play golf, spend time at the lake, visit with friends and family, and travel with Emory.

DeWayne Crunk is a Senior Lead Advisor at Venturi Wealth Management. He has worked in the Financial Services industry since 1986. DeWayne served as the Senior Financial Consultant and Vice-President with Merrill Lynch for 9 years. He held positions with Smith Barney as a Vice-President and Branch Manager for 13 years. Prior to joining Wells Fargo Advisors in October 2013, he was the Vice President and Financial Consultant for RBC Wealth Management.

DeWayne is a member of the Investment and Wealth Institute. He received the Certified Investment Management Analyst designation (CIMA) from the Wharton School of Business at the University of Pennsylvania. DeWayne earned his M.B.A. in Finance from Oklahoma City University and his B.A. from Louisiana Tech University.

Matt Johnson is a Senior Client Associate at Venturi Wealth Management. Working alongside Venturi’s advisory team, Matt takes a proactive approach to building lasting relationships and exceeding client expectations. It is Matt’s goal to develop and find creative solutions to instill and maintain peace of mind for Venturi's clients.

Prior to joining Venturi, Matt worked as a Senior Client Service Associate for JPMorgan Private Bank’s ultra-high-net-worth families and businesses. Matt holds a Bachelor of Science in Business Management & Administration from Bradley University. In his free time, Matt enjoys golfing and honing his guitar skills. Since moving to Austin in the summer of 2022, Matt has enjoyed everything Austin has to offer. You may be able to find him on the golf course, on the water, or at your favorite brunch spot.

Chris Creed is a Senior Lead Advisor for Venturi Wealth Management. Chris partners with new clients to organize, plan, and manage all aspects of their family’s financial life. Chris is a Certified Financial Planner® professional and holds the Certified Private Wealth Advisor® (CPWA®) certification, which is the only advanced certification designed for wealth managers who advise ultra high-net worth clients.  Chris creates customized wealth planning strategies unique to highly affluent clients.

Having twenty-four years of experience in the industry, Chris brings a unique perspective to the role. Prior to joining Venturi, Chris was a principal at AFAM Capital, running their Private Client Group Business Development. For the seven years prior to joining AFAM, he was Regional VP, Southeast for Fisher Investments Private Client Group. He was the owner of an independent wealth management practice, Creed Capital Management (2003-2006), through Wachovia Securities Financial Network, which he later sold to another advisory firm. From 1994 to 2003, Chris was an investment representative with Edward Jones, where he also held roles in both the hiring and training of new advisors.

Chris holds a B.A. in Marketing from Southeastern Louisiana University. Chris enjoys tennis, skiing, boating and “quietly” supporting his two kids on their respective sporting events.

Blake Willcox is a Lead Advisor at Venturi Private Wealth. Blake focuses on working with institutions, affluent individuals, and their families to define and articulate what financial success means in their unique situations. As a Certified Financial Planner ® (CFP®) practitioner, he specializes in helping individuals and business owners customize a comprehensive financial plan and the corresponding strategies to help them visualize the steps they can take to work toward those goals. Blake enjoys using his skills and experience to help clients gain confidence in their financial future as he helps them navigate from concern or uncertainty to excitement as the path to their goals gains focus and clarity.

Blake is a native of Edmond, OK. He, his wife, and their five children enjoy being outdoors, often taking family trips to the lake. He also reserves time for coaching Little League and swinging a golf club when he gets the chance.

Rachael Wyatt is a Senior Lead Advisor with Venturi Private Wealth.  Rachael has more than two decades of experience in the wealth management industry,  the majority of which was with Bank of America Merrill Lynch where she served as a Senior Vice President in the Private Bank working closely with a team of highly credentialed specialists that managed $2 billion in client assets.  Rachael also held both management and consulting positions in the Private Banking & Investment Group at Merrill Lynch.

Prior to joining Merrill Lynch, Rachael held management positions at both Fiserv and Morgan Stanley. Rachael began her career with Phillips Petroleum as an executive compensation specialist to assist key executives to exercise stock options as well as create data rooms for mergers and acquisitions.

Rachael earned her B.B.A. from Texas Tech University in Lubbock. She is a member of Kingdom Advisors and currently holds both the Certified Investment Management Analyst (CIMA®) and Certified Divorce Financial Advisor (CDFA®) designations.  Rachael is a graduate of Leadership Austin’s Essentials program and has been very active in the Austin community. With a true passion to help other women navigate difficult situations, she has served on the boards for both Austin Recovery and SAFE. In her free time, Rachael enjoys spending time on her boat with friends and family on Lake Austin or down at the coast in Port A, and usually with Jack (her Boston Terrier) in tow.

Kent Mitchell is a Senior Lead Advisor at Venturi Wealth Management. Kent focuses on a comprehensive approach to wealth management for clients with significant net worth, including complex tax and estate planning needs. Kent believes that understanding family dynamics is essential to superior wealth management and that effective planning helps clients maintain financial independence and the ability to pursue what is important to them. Looking beyond clients’ portfolios – and helping them look forward – is critical to helping clients achieve their most cherished goals and is the basis behind Kent’s approach.

Kent joins Venturi with 16 years of industry experience serving individuals, families, and institutions. Most recently Kent was a Vice President at Merrill Lynch and in addition to his Advisory responsibilities Kent also served in leadership roles in Austin, Texas.

Kent recently earned the Certified Private Wealth Advisor® (CPWA®) designation, which is the only advanced certification designed for wealth managers who advise ultra high-net worth clients.

Kent was born and raised in Kinnelon, New Jersey and is a graduate of Gettysburg College with degrees in Business Management and Political Science. At Gettysburg, he participated as a member of the football team and continues his involvement by volunteering to mentor recent Gettysburg graduates. He is also involved in the community as a board member of the National Center for Missing and Exploited Children. Kent currently resides in Lakeway with his wife Ann and children Andrew and Vivian.

Alex engages with clients to construct in-depth financial plans that address critical areas of wealth management including estate planning, cash flow analysis, liquidity risk, trust management and philanthropic giving. Alex also works with the investment team to ensure proper alignment between clients’ wealth management goals and their portfolio investment strategy.

Previously, Alex was a Financial Advisor at Merrill Lynch where he provided comprehensive wealth management services for high-net-worth families in the Austin area. Alex attended The University of Southern California, where he earned his BS in Business Administration with a concentration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor® , and is currently working on a master’s degree in financial services with a concentration in legacy planning.

Alex’s wife Lina is a dentist in northwest Austin and a fantastic chef. Alex and Lina welcomed their second boy, Ian, in April of 2020.  Outside of work, Alex enjoys tennis, good food, and traveling with his family. Alex is also active in volunteering with The Missy Project, a local non-profit.

Mike Sanders is a Senior Managing Director of Venturi Wealth Management. For over 25 years, Mike has built and overseen sales, marketing and research organizations for companies in the financial services industry. He also brings operational expertise through his prior roles. Mike spent 24 years at Goldman Sachs Group, Equities Division, where he was the Partner and Managing Director responsible for the US Shares Institutional sales force and founding of the Hudson Street initiative in 2006.

Mike has also served as Executive Director and Head of Sales at Potomac Research Group Holdings, LLC. Prior to this, he was the Chief Executive Officer at Davis, Mendel & Regenstein, Inc. and Executive Director of Ned Davis Research. His primary role was establishing a longer-term strategic direction for the firm. He was instrumental in business development, client relationships, new sales and marketing initiatives, product development, and profitability.

Mike received a Bachelor of Business Degree from the University of Texas at Austin. He has served as a Board Member of Wall Street on Demand (Markit). Mike enjoys spending time with his wife, Natalie, traveling and visiting with friends in Telluride, Boston and Austin. They have four children and two grand children.

Emily McCracken is a Certified Financial Planner™ and Lead Advisor with Venturi Private Wealth. She is passionate about partnering with families and individuals to achieve their goals by creating strategies that optimize and protect their wealth.

Prior to joining Venturi, Emily was a Financial Advisor at Northwestern Mutual in Southern California where she provided comprehensive wealth management and financial planning services to high-net-worth families. Emily attended Colorado State University where she earned her Bachelor of Science in Social Work with a concentration in Criminal Justice.

Emily and her husband, Jesse, currently live in Liberty Hill with their daughters Remington Luna and Raelynn Rhea. Outside of work, Emily enjoys travelling, riding her dirt bike, practicing yoga, snowboarding, and anything out on the water.

George is an Investment Associate with Venturi Private Wealth. George helps formulate Venturi’s investment outlook, asset allocations, and market views. His focus will be developing Venturi’s alternative investment offerings and ensuring alignment with client’s wealth management goals.

George holds a Bachelor of Science in Computational Engineering, and a Master of Science in Finance, both from the University of Texas. He is currently working toward his Chartered Financial Analyst® designation. George lives in Central Austin with his black lab, Reggie. In his free time, George enjoys dove hunting, weightlifting, and training Brazilian Jiu Jitsu.

Megan is a Senior Client Associate at Venturi Private Wealth.  As a Client Associate, Megan is the primary liaison between clients, custodians and advisors building trusted relationships and delivering exceptional service.  Prior to joining Venturi, Megan spent over seven years in both private banking and mortgage lending roles. Megan was also an active member of her community serving on boards for both The Fort Wayne Dance Collective and the Fort Wayne Pet Food Pantry. Megan holds a Bachelor of Science in General Studies from Indiana University and is a certified paralegal. In her free time, Megan enjoys spending time outdoors, traveling and exploring Austin since moving here in 2022.

Joey Sager is a Managing Director for Venturi Wealth Management. His career began in 1985 at Merrill Lynch, where he became a Certified Financial Manager. Joey has been recognized by Wells Fargo Advisors as a Premier Advisor each year from 2002 through 2017. He was honored by The Winners Circle LLC in Oklahoma Magazine in 2008, and by Barron’s Magazine in 2009, as a top 1,000 Advisor which included being ranked the Top Financial Advisor in Oklahoma.

Joey is active in his church, serving on leadership and ministry teams. He has been a speaker at Christian events for over 25 years and has traveled regularly with mission teams in Latin America, Africa, Eastern Europe and the Middle East. He volunteers with children’s group homes, coordinated a children’s eye clinic at a local mission center, and served as a volunteer and director at a clinic that offers free medical and counseling services. He leads a community development project called Shared Success in Nicaragua, Uganda, and Oklahoma City which helps aspiring leaders develop sustainable, income-producing businesses. Past service includes director or leadership positions with Ethnographic Media, INFO (a statewide support group for those with an incurable genetic disorder), Ministries of Jesus, Oklahoma Youth Expo, and Southwestern Oklahoma State University Foundation.

Joey serves on numerous boards, including Friends of the Oklahoma History Center, Integris Baptist Medical Center, Integris Health, Oklahoma Pilot’s Association, One World, the Sirloin Club of Oklahoma, and Southwest American Livestock Foundation.

He and his wife Danielle, both pilots and musicians, enjoy many hobbies together including cars, boating, scuba diving, traveling, reading, and relaxing at the lake with their daughter, Josie, and their son, Jett. As an instrument-rated pilot, flying airplanes and helicopters, Joey’s interest in aviation and space history has opened the door to friendships with several Gemini and Apollo-era astronauts, including many who went to the moon.

George Clark is a Founding Partner for Venturi Wealth Management. George applies his extensive institutional capital markets experience to developing tailored investment strategies for clients. He is skilled in investment evaluation and selection, portfolio design, risk assessment, and macro strategy. George works in concert with the team to ensure that a client’s investment profile aligns with his or her wealth management initiatives.

Prior to moving to Venturi Wealth Management, George spent 18 years managing large institutional relationships for Merrill Lynch in Texas and the Southeastern United States. He focused on investment strategy and equities allocations for institutions between $2 -$100 billion. George also spent four years at the Texas Permanent School Fund, where he was an Equities Trader and Sector Analyst for the $29 billion endowment. George holds a B.B.A. in Finance from the University of Texas at Austin. He is a Chartered Financial Analyst® (CFA®) charterholder.

Jim Kozlowski is a Senior Managing Director of Private Equity at Venturi Wealth Management.  Jim leads our private equity effort with Venturi Investment Partners.

Prior to joining Venturi, Jim was a Co-Founder and President of TGF Management Corp., one of the most active and successful middle market investment firms in the Southwest. Under the Texas Growth Fund and Southwest Opportunity Partners banners, he managed a series of funds totaling more than $700 million dedicated to investing in companies located in Texas and throughout the Southwest. TGF acquired or invested in 47 middle market companies in a variety of industries.

Prior to TGF, Jim was a Managing Director at Fortis Private Capital in New York, a Vice President at Merrill Lynch Venture Capital in New York and Director of New Business at Tenneco Ventures in Houston. He has also worked in the Corporate Finance Group at Credit Suisse First Boston and the Commercial Lending Division of Chemical Bank in New York.

Jim received his MBA from Harvard Business School and his BA degree in economics from Harvard University. He also was a Fellow in the Harvard Advanced Leadership Program in 2014. Jim is an alumnus of the Texas Lyceum, the Texas Business Hall of Fame, and the Association of Corporate Growth. He is actively involved in the Young Presidents' Organization, Association for Corporate Growth, and the World President's Organization. Jim is the past Chairman of the Children's Medical Center Foundation of Central Texas and current Chairman of The Comfort Crew for Military Kids.

Matthew Maxcy is an Lead Advisor at Venturi Private Wealth. Matthew works alongside clients to assess financial health and define goals. He uses this joint approach to craft strategies that help clients preserve and grow wealth in a manner consistent with their needs and values. Matthew developed his commitment to collaborative servant leadership during his nine-year career as a US Army officer prior to joining Venturi. He gained valuable experience in coordinating people and resources to achieve common goals as he worked to lead and serve his soldiers, their families, and the greater community. He also traveled or worked in over twenty countries, gaining a thorough appreciation for the value in connecting with people from varied backgrounds through meaningful, personal relationships.

Matthew is a Colorado native, a graduate of the United States Military Academy at West Point, and earned his MBA at the McCombs School of Business at UT Austin. He lives in North Austin with his wife Christine and two daughters. When not at the office, Matthew also volunteers at his church and serves as a mentor to other veterans pursuing business careers. He enjoys hunting, fishing, reading history, and spending time with his family exploring activities in central Texas.

Ken is a Senior Portfolio Administrator at Venturi Wealth Management. He joined the Venturi team in 2021 and works across multiple departments making sure client needs and requests are met. Before coming to Venturi, Ken was with Asperiant.

Ken holds a Bachelor of Business Administration degree with a concentration in Finance from Sonoma State University.

During his free time, Ken loves to play golf, traveling with his wife Courtney, and exploring Austin since moving to Texas in 2019.

Dave Swann is Chief Compliance Officer and the General Counsel of Venturi Private Wealth. Utilizing more than 20 years of industry experience, he is responsible for the administration, direction, management, and oversight of the compliance and legal functions at Venturi.

Prior to joining Venturi, Dave served as the Chief Compliance Officer at Meritage Capital, an Austin based firm that specialized in hedge fund investment solutions. Meritage Capital was acquired by Brown Advisory in 2018.

Prior to Meritage Capital, Dave served as the Regulatory and Legal Officer at the Virginia Retirement System. He also served as the Chief Compliance Officer for nine years for an investment advisory firm located in Austin, Texas. Prior to his career in investments, he served as an Assistant City Attorney providing legal guidance to the San Antonio Local Development Company and the City’s Economic Development Department.

He received a B.A. from the University of Virginia, an M.B.A. from Jacksonville University and a J.D. from St. Mary’s University School of Law.  Dave is a licensed attorney in the State of Texas. Dave enjoys spending time with his family, playing guitar, and fishing.

Melissa Whitaker is Senior Client Associate at Venturi Wealth Management. She helps manage the daily operational and administrative functions and strives to simplify clients’ lives.

Melissa earned a Bachelor of Science in Family Studies and Human Services with a concentration in Family Life and Community Service from Kansas State University. She has obtained these registrations: Series 7 General Securities, Series 66 Uniform Securities Law, Series 3 Futures, as well as Insurance & Annuities licenses.

Melissa is a graduate of Leadership Oklahoma City’s LOYAL (Linking OKC’s Young Adult Leaders) program – Class XI and a current member of the Regional Food Bank of Oklahoma City’s Leadership Council – Class IV. She also coordinates the Oklahoma City-area K-State Alumni group.

Grant Kinchen is a Lead Advisor for Venturi Wealth Management. Grant concentrates his efforts on working with affluent individuals, families, and institutions that seek financial well-being. He focuses on simplifying all aspects of client’s financial lives and helps them to articulate and prioritize goals for their wealth. Grant is a Certified Private Wealth Advisor® (CPWA®) which allows him to create unique and meaningful strategies for sophisticated and highly affluent clients.

Grant began his career in Houston as an energy commodities advisor focusing on natural gas and electricity derivatives. Grant earned his Bachelor of Science degree in Economics from Texas Tech University in Lubbock, Texas and is a passionate supporter of his alma mater.

Grant is active in the local community through Habitat for Humanity and is on the board of the Coastal Conservation Association’s Austin Chapter. Grant lives in Southwest Austin with his wife Brandy, and his two daughters, Madison, and Presley. In his spare time, he enjoys golf, fishing, hunting, and spending time with family and friends.

Anna is a Senior Client Associate at Venturi Private Wealth. She is committed to delivering exceptional service to clients while creating and implementing solutions.

Prior to joining Venturi, Anna worked in the Advisor Development program at Merrill Lynch then transitioned to the Client Associate role.

Anna was born and raised in Washington State and moved to Austin, TX in October 2022. She graduated from the University of Washington with a bachelor’s degree in Psychology. Outside the office, Anna is passionate about music, piano, golfing, snowboarding, yoga, being on the water, and traveling the world.

Alexis is a Private Funds Associate at Venturi Private Wealth. She assists the General Counsel with legal functions while monitoring investment outlook for investment in Venturi’s private funds.

Alexis recently earned her law degree from Baylor Law School, where she concentrated on business planning and served as the President of the Moot Court Society. She previously studied finance and entrepreneurship at Baylor University and worked in private equity analytics in Dallas for a time.

When not at work, Alexis is often tending to her houseplants, singing and playing instruments, or playing video games and relaxing.

Dr. Richard Orlando, is the founder of Legacy Capitals, and author of LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions. Dr. Orlando and his team are a strategic partner to our firm specialized in working with client-families to address topics such as wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy.

Richard has worked with the sports psychologist of the New York Giants and with athletic teams at Seton Hall University. He has been referenced in numerous publications including the New York Times, WSJ Online, Private Wealth Magazine, Trusts & Estates, CFA, Merrill Lynch Advisor, Research, Bloomberg Wealth Manager, On Wall Street and Registered Rep.

Dr. Orlando holds a Ph.D. in Family Systems from Seton Hall University and certifications from both the Family Firm Institute (FFI) and the International Coach Federation Accredited Program (ICF). He is an approved instructor for IMCA’s Certified Private Wealth Advisor® (CPWA®) certification program, which is an advanced credential for financial planners to address the unique needs of high-net-worth individuals and families.

In the community, Richard is on the Board of Directors at Urban Hope in Staten Island, New York, and is an enthusiastic husband and father.