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 […]

Venturi Expands Team and Opens New Office in Oklahoma City

Announcements, General  |   September 21, 2018  |  
Russ Norwood

We are pleased to announce the addition of members of The Waypoint Investment Group team of Wells Fargo in Oklahoma City, OK. Joey Sager and DeWayne Crunk will be joining Venturi as our newest partners and leading our expansion into Oklahoma with the support of their team members, Pat Fletcher and Melissa Heiman.  Joey and […]