Meredith Jackson

Meredith is an Investment Associate for Venturi Private Wealth. Meredith focuses on developing and managing tailored investment strategies for clients and ensuring proper alignment with client’s wealth management goals. Meredith holds a Bachelor of Science in Economics from Texas A&M University and a Master of Science in Finance from Southern Methodist University. Meredith lives in […]

Jim Kozlowski

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 […]

Westin McEntire, CFA®

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 […]