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 […]

Kyle T. Smith, CFA®, CFP®

Kyle Smith is a Senior Portfolio Manager at Venturi Private Wealth. For nearly 20 years, Kyle has been helping investors construct and manage customized, multi-asset investment solutions that are tailored for unique goals and preferences. In addition, Kyle also brings product development and investment strategy expertise, as well as a wealth of information regarding global […]

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 […]