Insights

Thirty Minutes with Russ Norwood, CEO and Founding Partner, Venturi Private Wealth

Financial Planning, General  |   October 23, 2019  |  
Michael Catanese

Russ Norwood, CEO Welcome to the inaugural post of Venturi Viewpoints. We will be discussing topics on life, wealth, and wisdom, by interviewing a wide range of contributors. We look forward to sharing these posts with you regularly. Why did you become an Advisor? Originally, I thought I would follow in my family’s footsteps and […]

Venturi Welcomes Senior Client Associate, Susan Liang

Announcements  |   March 5, 2019  |  
Michael Catanese

Venturi is proud to announce that Susan Liang has joined our team as a Senior Client Associate. Susan 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 […]

Venturi Welcomes Senior Lead Advisor, Chris Creed

Announcements  |   November 2, 2018  |  
Michael Catanese

Venturi is proud to announce that Chris Creed has joined our team as a Senior Lead Advisor. Chris partners with new clients to organize, plan, and manage all aspects of their family’s financial life. As a Certified Financial Planner® professional, Chris creates customized wealth planning strategies unique to highly affluent clients. Having twenty-four years of […]