In The News

Current news and important announcements from Venturi Private Wealth.

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.
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.
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.
Ryan Smith is a Senior Lead Advisor for Venturi Private Wealth. Ryan provides investment advice and wealth management strategies to individuals, foundations, endowments and family offices. His passion is connecting his client’s long-term goals with near term investment and structure decisions.
Rachael Wyatt joins Venturi Private Wealth with more than 20 years of experience in the wealth management industry. She spent the bulk of her career at Bank of America/Merrill Lynch where she served as a Senior Vice President in the Private Bank working closely with a team of highly credentialed specialists that managed close to 2 billion in client assets. Before the merger in 2008, Rachael held both management and consulting positions in the Private Banking & Investment Group at Merrill Lynch.