Insights

Thirty Minutes with George Clark, CFA® CIO and Founding Partner, Venturi Private Wealth

General  |   March 6, 2020  |  
Venturi Private Wealth

George Clark, CFA® CIO and Founding Partner, Venturi Private Wealth Venturi Viewpoints discusses the intersection of life, wealth, and wisdom. We hope you enjoy this installment featuring George Clark, who shares his knowledge of the investment markets. Please tell us about your background and path to Venturi. My background is in institutional investing. Before joining Russ Norwood in 2012, I […]

Don’t Let The Sun Set on Your Estate Plan

General  |   February 14, 2020  |  
Alex Clendennen

2020: A big year. Tokyo will host the Summer Olympics. NASA will launch a mission to Mars. And the presidential election will take place on November 3rd. Election Day may seem far off at the moment, but as we stride deeper into February, it’s prudent to reflect on the close relationship between presidential politics, policy […]

Thirty Minutes with Gary Valdez, Founder and President, Focus Strategies Investment Banking, Austin

General  |   February 3, 2020  |  
Venturi Private Wealth

Gary Valdez, Founder and President, Focus Strategies Investment Banking, Austin Venturi Viewpoints discusses the intersection of life, wealth, and wisdom. We hope you enjoy this installment featuring Gary Valdez, who shares his insights about planning the successful sale of a business. — What was your path to becoming an exit strategist? I came up through […]