Author: Michael Catanese

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 […]

A Wells Fargo Broker Finds New Home at $1 Billion RIA

In the News  |   October 9, 2018  |  
Michael Catanese

To escape the damaged reputation of his employer, one of Wells Fargo’s top brokers decided to start his own advisory firm. Read more.

Venturi Hosts Inaugural Women’s Conference Featuring Author Kristen Heaney

Announcements  |   April 10, 2018  |  
Michael Catanese

Venturi Wealth Management hosted the first ever Venturi Women’s Conference sponsored by Fidelity Investments featuring Kristen Heaney, author of In Three Generations: A Story About Family, Wealth, And Beating The Odds. The lunch event was held at Venturi’s office on March 27th, 2018. Those in attendance participated in a lively discussion on navigating the blessings and […]