Dave Swann, J.D.

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 […]

Susan Liang

Susan is a Senior Client Associate for Venturi Wealth Management. She assists clients with the onboarding process ensuring that the client’s experience is a seamless transition. Previously, Susan worked as a Client Service Associate at Hudson City Savings Bank and more recently, served as a Team Lead in Deutsche Bank’s corporate cash management division in […]

Pat Fletcher

Pat Fletcher is Senior Client Associate at Venturi Wealth Management. With a strong background in brokerage operations, administration, management, and accounting, Pat is ideally suited for her position. Pat’s financial services career began in 1995 in the operations area for Prudential Securities. Soon after, she obtained the following registrations: Series 7 General Securities, Series 63 State Securities, […]