Venturi Welcomes Director of Alternative Investments, Christopher M. Schelling, CAIA
Chris Schelling is the Director of Alternative Investments for Venturi Wealth Management. Chris is focused on sourcing, performing due diligence, and building portfolios of alternative investments for clients. As an institutional investor, Chris has invested roughly $5 billion and met with over 3,000 managers across hedge funds, real assets, private credit, and private equity in his career.
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.
