Russ Norwood is a Founding Partner and the Chief Executive Officer for Venturi Wealth Management. Russ provides investment guidance and wealth management strategies to highly affluent clients, with particular depth in discretionary portfolio management, alternative investments, and estate planning. He has significant experience providing planning and investment advisory services to clients with concentrated wealth, predominantly from the ownership of closely held businesses or equity ownership in a publicly traded company. A strategic thinker, Russ is adept at connecting a client’s long-term wealth management needs with his or her near-term investment selection and structure.

Prior to founding Venturi Wealth Management, Russ spent more than twenty three years at Merrill Lynch, where he was a Managing Director and Private Wealth Advisor within the Private Banking and Investment Group. Russ has worked in financial services since 1986. He began his career at Prudential Bache in the Corporate Executive Services Department. Russ earned his B.A. in Business Economics from the University of Texas at Austin. He holds the Certified Investment Management Analyst® (CIMA®) and CERTIFIED FINANCIAL PLANNERTM (CFP®) designations.

Barron’s magazine has named Russ one of the Top 1,000 Financial Advisors in America from the inception of the accolade in 2009 through 2015, inclusively.*

Russ has served on a number of boards ranging from large-budget social service organizations to his school district’s education foundation. An Instrument-Rated Private Pilot and an avid aviator, he flies volunteer missions for Angel Flight, an organization that provides free medical transportation to patients battling cancer and other serious illnesses. In his free time, he enjoys hunting, fishing, tennis, and golf.

 


 

*Advisors considered for the ranking have a minimum of seven years financial services experience and have been employed at the firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates. The rating is not indicative of Venturi Wealth Management’s future performance.