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Russell W. Norwood

Russell W. Norwood

Russ Norwood is a Founding Partner and the Chief Executive Officer for Venturi Wealth Management. Russ provides investment guidance and wealth management strategies to highly affluent clients, with particular depth in discretionary portfolio management, alternative investments, and estate planning. He has significant experience providing planning and investment advisory services to clients with concentrated wealth, predominantly from the ownership of closely held businesses or equity ownership in a publicly traded company. A strategic thinker, Russ is adept at connecting a client’s long-term wealth management needs with his or her near-term investment selection and structure. Prior to founding Venturi Wealth Management, Russ spent more than twenty three years at Merrill Lynch, where he was a Managing Director and Private Wealth Advisor within the Private Banking and Investment Group. Russ has worked in financial services since 1986. He began his career at Prudential Bache in the Corporate Executive Services Department. Russ earned his B.A. in Business Economics from the University of Texas at Austin. He holds the Certified Investment Management Analyst® (CIMA®) and CERTIFIED FINANCIAL PLANNERTM (CFP®) designations. Learn more here.