Venturi Private Wealth was recognized by Austin Business Journal as one of the fastest-growing companies in the region based on revenue growth between 2017-2019.
Venturi was recognized by Financial Times as a 2020 FT 300 Top Independent Advisory Firm on July 31st. This is the fourth year in a row that our firm has been recognized.
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.