Venturi Welcomes Wealth Strategist, Stephanie D. Allen, JD, LLM-Tax, CWS©
Stephanie started her career as an estate planning and probate attorney in private law practice. In 2015, she shifted focus into the administration of trusts and estates as a Trust Officer & Wealth Advisor for Frost Wealth Advisors then for Argent Trust Company.
Venturi Welcomes Senior Portfolio Manager, Cullen Rogers
Cullen is a Senior Portfolio Manager with Venturi Private Wealth. Cullen develops customized investment strategies and manages them to ensure that they meet our client’s wealth management objectives. In addition, he plays a key role in providing strategic direction and market analysis for the firm’s investment outlook and asset allocation decisions.
Economic Data Points to a Profit Cycle Recovery
There are a number of economic data points and trends that likely indicate a profit cycle recovery in 2021 and 2022. This is important as changes in profits drive changes in market levels
