Insights

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 […]

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.