Tag: Team

Five Secrets to Building a Successful Advisory Firm (in 36 Months)

General  |   August 21, 2018  |  
Russ Norwood

Three years ago this week, we left behind very successful and long careers with a major Wall Street firm to form Venturi. We began with a very small group of professionals that shared a common vision to build a firm for our clients. There was no guarantee that any clients would follow us. Many loyal clients and […]

Meet Our Team: Mike Banks

General  |   March 23, 2018  |  
Michael Catanese

We would like to introduce you to each of our team members. This week, please meet Mike Banks, Chief Financial Officer, Chief Operating Officer, and Chief Compliance Officer. What is your background? I grew up in California, but am glad to say that I have been in Texas my entire adult life. I married my […]

Venturi Team Expanding: Introducing Mallory & Westin

Announcements  |   March 9, 2018  |  
Michael Catanese

Venturi is proud to announce we have added Mallory Sampson and Westin McEntire, bringing a combined 17 years of experience, to our team. Both are excited to begin meeting and assisting our clients. Mallory Sampson is an Associate Advisor and Certified Financial Planner® (CFP®). Mallory helps clients by developing and implementing comprehensive financial strategies to […]