Meet your team

Venturi has drawn team members from some of the top financial firms in the country to form a multi-generational organization with the deep experience necessary to navigate the complexities of your significant wealth.

Advisory Team

Alex Clendennen, CFP®, CPWA®

Wealth Strategist | Partner

Alex Holt

Associate Advisor

Blake Willcox, CFP®

Lead Advisor

Chris D. Creed, CFP®, CPWA®

Senior Lead Advisor | Partner

Cole Edmiston, CFP®

Lead Advisor

DeWayne Crunk, CIMA®

Senior Lead Advisor | Partner

Emily Jackson, CFP®

Associate Advisor

Grant W. Kinchen, CPWA®

Lead Advisor

J. Michael (Mike) Sanders

Senior Managing Director | Partner

Joey Sager

Managing Director | Partner

Kent Mitchell, CPWA®, CEPA®

Senior Lead Advisor

Matthew Maxcy, CEPA®, CFP®

Associate Advisor

Rachael Wyatt, CIMA®, CDFA®, CEPA®

Senior Lead Advisor

Russell W. Norwood, CIMA®, CFP®

CEO | Founding Partner

Investment Team

Alexis Norwood, J.D.

Private Funds Associate

Ashi Parikh

President and CIO

George Clark, CFA®

Founding Partner

George Newman

Investment Associate

Jim Kozlowski

Senior Managing Director Private Equity | Partner

Meredith Georghiades

Portfolio Manager

Westin McEntire, CFA®

Senior Portfolio Manager | Partner

Client Services and Specialists

Brittany Wood

Office Manager

Dave Swann, J.D.

Chief Compliance Officer | General Counsel

Dr. Richard Orlando

Jenna White

Client Associate

Ken Gill

Senior Portfolio Administrator

Matt Johnson

Senior Client Associate

Megan Severe

Senior Client Associate

Melissa Whitaker

Senior Client Associate

Mike Banks, CFA®

CFO | Partner

Paul Boulus

Director of Marketing

Rodney A. Gamble

Lead Insurance Advisor

Contact Us

Thank you for your interest in Venturi Private Wealth. We would love to speak to you about our firm and how we can help. Please complete the form below and we’ll get right back to you.

Austin Team

OKC Team

Contact Form

Investment Management

Thank you for your interest in Venturi Private Wealth. We would love to speak to you about our firm and how we can help. Please complete the form below and we’ll get right back to you.

Services

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