New Thinking for Private Wealth

Venturi Private Wealth is an independent, fee-but private wealth direction firm founded in Austin, TX, with offices in Oklahoma City, OK.

New Thinking for Private Wealth

Venturi Individual Wealth is an independent, fee-only private wealth management firm founded in Austin, TX, with offices in Oklahoma Metropolis, OK.

Venturi Private Wealth understands that turning your money into wealth demands a different approach.

More money brings more than challenges. So, we bring more to the tabular array than typical wealth managers, focusing on more than just typical investments. Things that truly matter most, like philanthropy and estate planning. And strategies that build generational wealth. Lasting, sustainable wealth.

meet Venturi

Ready to meet with your advisor? Contact an advisor to showtime the conversation.

INSIGHTS

Thought leadership and timely strategies from Venturi Private Wealth.

In The News

Venturi welcomes Chris Schelling to the investment team equally Director of Alternative Investments.

VEnturi
Events

Sign upwardly for the Venturi Women'south Book Society! For Q1 2022 we will exist reading Braving the Wilderness past Brené Brown.

When you choose us, y'all choose all of us.

Alex Clendennen, Wealth Strategist

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Interested in learning what Venturi tin can practice for y'all?

Most firms focus solely on the investment management. We focus on managing the entire relationship and creating a strategic plan through the process that will impact that for many generations to come.

RUSS NORWOOD, CEO/FOUNDING PARTNER

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Everybody's definition of wealth is dissimilar. But finding what defines wealth for you and why that makes you successful is what'due south important.

ALEX CLENDENNEN, LEAD ADVISOR

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Building a legacy means that you have the power to make a meaningful impact on the things that thing nigh to you.

COLE EDMISTON, Associate Advisor

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Making money can exist easy. Generating wealth, on the other hand, can be complex. And managing risk overtime takes a lot of important decision making.

KYLE SMITH, SR. PORTFOLIO ADVISOR

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Your Team

At Venturi, nosotros manage the complexities of your fiscal life and so yous can focus on the things that matter well-nigh to yous.

Jim Kozlowski

Senior Managing Manager Private Equity | Partner

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Jim Kozlowski

Senior Managing Director Private Equity | Partner

  • (512) 220-2035
  • jim@venturiwealth.com

Jim Kozlowski is a Senior Managing Managing director of Private Disinterestedness at Venturi Wealth Management.  Jim leads our private equity endeavour with Venturi Investment Partners.

Prior to joining Venturi, Jim was a Co-Founder and President of TGF Management Corp., ane of the near agile and successful middle market investment firms in the Southwest. Under the Texas Growth Fund and Southwest Opportunity Partners banners, he managed a series of funds totaling more than $700 meg dedicated to investing in companies located in Texas and throughout the Southwest. TGF acquired or invested in 47 middle market companies in a diverseness of industries.

Prior to TGF, Jim was a Managing Manager at Fortis Private Capital in New York, a Vice President at Merrill Lynch Venture Capital in New York and Director of New Business at Tenneco Ventures in Houston. He has also worked in the Corporate Finance Group at Credit Suisse First Boston and the Commercial Lending Sectionalization of Chemical Bank in New York.

Jim received his MBA from Harvard Business School and his BA degree in economics from Harvard University. He also was a Fellow in the Harvard Advanced Leadership Program in 2014. Jim is an alumnus of the Texas Lyceum, the Texas Business Hall of Fame, and the Association of Corporate Growth. He is actively involved in the Young Presidents' Organization, Clan for Corporate Growth, and the World President's Organization. Jim is the past Chairman of the Children's Medical Middle Foundation of Central Texas and electric current Chairman of The Condolement Crew for Military Kids.

Emily Jackson

Associate Counselor

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Emily Jackson

Associate Counselor

  • 512.220.2046
  • ejackson@venturiwealth.com

Emily Jackson is an Associate Advisor with Venturi Private Wealth. Emily is passionate almost partnering with families and individuals to attain their goals by creating strategies that optimize and protect their wealth.

Prior to joining Venturi, Emily was a Financial Advisor at Northwestern Mutual in Southern California where she provided comprehensive wealth management and fiscal planning services for high-net-worth families. Emily attended Colorado State University where she earned her Bachelor of Science in Social Work with a concentration in Criminal Justice. She is currently working toward her CERTIFIED FINANCIAL PLANNER™ certification.

Emily and her husband, Jesse, currently live in Liberty Hill with their daughter, Remington. They are expecting their second baby in Jump 2022. Outside of work, Emily enjoys traveling, swimming, riding her dirt bike, practicing yoga, and snowboarding.

Cole Edmiston

Lead Advisor

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Cole Edmiston

Atomic number 82 Counselor

  • (512) 220-4708
  • cole@venturiwealth.com

Cole Edmiston is a Atomic number 82 Advisor at Venturi Wealth Management. Cole concentrates his efforts on working with affluent individuals, families, and institutions that seek financial well-being. He focuses on simplifying all aspects of client's financial lives and helps them to articulate and prioritize
goals for their wealth.

Cole attended Baylor Academy where he played four years on the football team. A potent supporter of his alma mater, you can nonetheless notice Cole in Waco on a fall Sat watching the Bears play.  He earned his Bachelor of Concern degree in Finance and Marketing.

Cole lives in South Austin with his miniature Schnauzer, Samson. Abroad from the office, Cole is active in his church building. During his time at Baylor, he was very involved in the Fellowship of Christian Athletes program, as well as the Humane Society. During his free time, Cole loves to play golf, spend time at the lake, and visit with his family.

Kent Mitchell, CPWA®, CEPA®

Senior Atomic number 82 Advisor

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Kent Mitchell, CPWA®, CEPA®

Senior Lead Counselor

  • (512) 220-4707
  • kent@venturiwealth.com

Kent Mitchell is a Senior Lead Advisor at Venturi Wealth Management. Kent focuses on a comprehensive approach to wealth management for clients with significant internet worth, including complex taxation and estate planning needs. Kent believes that understanding family unit dynamics is essential to superior wealth management and that effective planning helps clients maintain financial independence and the ability to pursue what is important to them. Looking beyond clients' portfolios – and helping them look forward – is critical to helping clients achieve their most cherished goals and is the basis behind Kent'due south approach.

Kent joins Venturi with sixteen years of industry feel serving individuals, families, and institutions. Almost recently Kent was a Vice President at Merrill Lynch and in addition to his Advisory responsibilities Kent also served in leadership roles in Austin, Texas.

Kent recently earned the Certified Private Wealth Advisor® (CPWA®) designation, which is the only advanced certification designed for wealth managers who advise ultra high-net worth clients.

Kent was built-in and raised in Kinnelon, New Jersey and is a graduate of Gettysburg Higher with degrees in Business Management and Political Science. At Gettysburg, he participated as a member of the football team and continues his involvement by volunteering to mentor recent Gettysburg graduates. He is as well involved in the community every bit a board fellow member of the National Center for Missing and Exploited Children. Kent currently resides in Lakeway with his married woman Ann and children Andrew and Vivian.

Ken Gill

Senior Portfolio Administrator

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Ken Gill

Senior Portfolio Administrator

  • 512-220-2037
  • ken@venturiwealth.com

Ken is a Senior Portfolio Administrator at Venturi Wealth Direction. He joined the Venturi squad in 2021 and works across multiple departments making sure client needs and requests are met. Before coming to Venturi, Ken was with Asperiant.

Ken holds a Bachelor of Business organization Administration degree with a concentration in Finance from Sonoma State University.

During his gratis time, Ken loves to play golf, traveling with his married woman Courtney, and exploring Austin since moving to Texas in 2019.

Russell W. Norwood, CIMA®, CFP®

CEO | Founding Partner

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Russell W. Norwood, CIMA®, CFP®

CEO | Founding Partner

  • (512) 220-2040
  • russ@venturiwealth.com

Russ Norwood is the CEO and Founder of Venturi Private Wealth and Venturi Investment Partners.  For more 30 years Russ has been a trusted advisor to first generation wealth creators that take created their wealth every bit successful entrepreneurs and public company executives.  The firm mission is to turn new money into long-term, generational wealth for the benefit of clients, their families and society with an innovative approach to wealth management.  Prior to Venturi, Russ was a Managing Director in the Individual Banking and Investment Grouping of Merrill Lynch in Austin for 24 years.

His career as an advisor and financial services entrepreneur began in 1986 after graduating from the Academy of Texas at Austin with a B.A. in Business Economics.  He also holds the Certified Investment Management Annotator® (CIMA®) and CERTIFIED Fiscal PLANNERTM (CFP®) designations.  Russ currently serves on the Advisory Board to the University of Texas McComb's Wealth Direction Program, a unique program preparing McComb'south Business School students to be future leaders in the wealth direction industry.  A lifelong student of the industry, Russ is passionate about putting exercise to work in his own family and sharing his feel with others as a member of Tiger 21.

An Instrument-Rated Private Pilot and an gorging aviator, Russ flies volunteer missions for Angel Flight, an system that provides free medical transportation to patients contesting cancer and other serious illnesses.

Westin McEntire, CFA®

Senior Portfolio Director | Partner

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Westin McEntire, CFA®

Senior Portfolio Managing director | Partner

  • (512) 220-2038
  • Westin@venturiwealth.com

Westin is a Senior Portfolio Manager with Venturi Wealth Management. Westin focuses on developing and managing tailored investment strategies for clients and ensuring proper alignment with client's wealth management goals. Additionally, as a member of Venturi'due south Investment Team he is responsible for helping formulate Venturi'due south nugget allocations, investment outlook, and market views.

Previously, Westin spent x years every bit a Vice President at JPMorgan both in New York and Austin in a variety of investment roles. Most recently he was an Investment Specialist with JPM's Individual Banking concern where he was responsible for the portfolio structure and management of investment portfolios and providing clients with advice and execution across global markets. Additionally, he held roles as an Investment Enquiry Strategist and also in the Investor Relations group. His main role was to help manage the business firm'due south earnings related dialogue with its largest investors besides as the sell research analyst community.

Westin holds a B.B.A. in Finance & Accounting from Texas Christian University. He is a Chartered Financial Analyst® (CFA®) charter holder. Westin and his wife, Amy, relocated to Austin in 2016 and take a young son and daughter, Wade & Arden. Westin enjoys competing in bike races as well equally running, hiking, and being outdoors with his family unit.

J. Michael (Mike) Sanders

Senior Managing director | Partner

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J. Michael (Mike) Sanders

Senior Managing Director | Partner

  • (512)220-2044
  • msanders@venturiwealth.com

Mike Sanders is a Senior Managing Managing director of Venturi Wealth Management. For over 25 years, Mike has built and overseen sales, marketing and research organizations for companies in the financial services industry. He also brings operational expertise through his prior roles. Mike spent 24 years at Goldman Sachs Group, Equities Division, where he was the Partner and Managing Manager responsible for the Usa Shares Institutional sales forcefulness and founding of the Hudson Street initiative in 2006.

Mike has also served as Executive Manager and Caput of Sales at Potomac Enquiry Group Holdings, LLC. Prior to this, he was the Chief Executive Officeholder at Davis, Mendel & Regenstein, Inc. and Executive Director of Ned Davis Research. His primary role was establishing a longer-term strategic direction for the business firm. He was instrumental in business development, client relationships, new sales and marketing initiatives, product development, and profitability.

Mike received a Bachelor of Business Degree from the University of Texas at Austin. He has served every bit a Board Member of Wall Street on Need (Markit). Mike enjoys spending time with his wife, Natalie, traveling and visiting with friends in Telluride, Boston and Austin. They have four children and two thousand children.

Lindsey Umin

Acquaintance Wealth Strategist

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Lindsey Umin

Associate Wealth Strategist

  • (512) 220-2044
  • lindsey@venturiwealth.com

Lindsey is an Associate Wealth Strategist at Venturi. Lindsey is passionate about building lasting relationships with clients and their families, and is driven by achieving goals specific to their unique situation.

Lindsey studied at Michigan Country University College of Law where she earned her constabulary caste with a concentration in family police. While at MSU, Lindsey was an agile member of the Women's Law Caucus and participated in many public interest opportunities where she provided legal assist to indigent individuals and domestic violence survivors. Prior to law schoolhouse, Lindsey earned her bachelor's degree from Western Michigan University and her associate's caste from Schoolcraft College, and was a member on the women's volleyball team at both schools.

Lindsey lives in downtown Austin with her Dalmatian puppy, Bane. Outside of the office, Lindsey enjoys exploring Austin for the best brunch spots, traveling, and spending fourth dimension with her friends and family unit.

Dr. Richard Orlando

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Dr. Richard Orlando

    Dr. Richard Orlando, is the founder of Legacy Capitals, and author of LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions. Dr. Orlando and his team are a strategic partner to our house specialized in working with client-families to address topics such as wealth & values transfer, preparing the rise generation, family governance, legacy planning, and family philanthropy.

    Richard has worked with the sports psychologist of the New York Giants and with athletic teams at Seton Hall University. He has been referenced in numerous publications including the New York Times, WSJ Online, Private Wealth Magazine, Trusts & Estates, CFA, Merrill Lynch Advisor, Inquiry, Bloomberg Wealth Managing director, On Wall Street and Registered Rep.

    Dr. Orlando holds a Ph.D. in Family unit Systems from Seton Hall University and certifications from both the Family Firm Institute (FFI) and the International Coach Federation Accredited Program (ICF). He is an approved instructor for IMCA's Certified Individual Wealth Advisor® (CPWA®) certification program, which is an advanced credential for financial planners to address the unique needs of high-net-worth individuals and families.

    In the community, Richard is on the Board of Directors at Urban Promise in Staten Isle, New York, and is an enthusiastic husband and father.

    Melissa Whitaker

    Senior Client Associate

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    Melissa Whitaker

    Senior Client Associate

    • (405) 254-3751
    • melissa@venturiwealth.com

    Melissa Whitaker is Senior Client Associate at Venturi Wealth Direction. She helps manage the daily operational and administrative functions and strives to simplify clients' lives.

    Melissa earned a Bachelor of Science in Family Studies and Human Services with a concentration in Family Life and Community Service from Kansas Country Academy. She has obtained these registrations: Series 7 General Securities, Serial 66 Compatible Securities Law, Serial 3 Futures, as well as Insurance & Annuities licenses.

    Melissa is a graduate of Leadership Oklahoma Urban center's LOYAL (Linking OKC's Young Adult Leaders) program – Grade XI and a current member of the Regional Nutrient Banking company of Oklahoma Metropolis'due south Leadership Council – Course Iv. She too coordinates the Oklahoma City-area K-State Alumni group.

    Mike Banks, CFA®

    CFO | COO | Partner

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    Mike Banks, CFA®

    CFO | COO | Partner

    • (512) 220-2042
    • mike@venturiwealth.com

    Mike Banks is the Chief Financial Officer and Master Operating Officeholder of Venturi Private Wealth. He brings 25 years of finance and operational experience to the house. Mike provides fiduciary oversight and fiscal management of the house, infrastructure development, and controls to ensure prudent direction of customer assets. Mike provides business advisory consulting on personal business matters of clients primarily in private business organisation evaluations, financial assessment including modeling, investment due diligence, and M&A pre-planning.

    Mike has a proven track record working with companies in high growth environments. Prior to joining Venturi, he led the finance & operations of two growth companies, both resulting in successful liquidity events. He has provided fiscal consulting on over 100 different business engagements over a wide range of industries including software, SaaS, semiconductor, manufacturing, renewable energy, service, and healthcare. He has led successful early on-round disinterestedness fundings and debt financings.

    Mike earned an M.B.A. from the Academy of Texas at Austin and a Available's of Science in Mechanical Engineering from Texas A&Thousand University. He received his Chartered Fiscal Analyst (CFA®) designation and holds co-ownership in two technology patents. He has been an instructor on renewable energy economics and corporate 1000&A. He has been an executive advisor to a local Austin private schoolhouse and served on the Finance Committee of the City of Dusk Valley.

    In his costless time, Mike enjoys spending fourth dimension with his married woman, Janna and their 3 children. He also spends as much time equally possible at LadyBird Lake, where he attempts to run.

    Chris D. Creed, CFP®, CPWA®

    Senior Pb Advisor | Partner

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    Chris D. Creed, CFP®, CPWA®

    Senior Lead Advisor | Partner

    • (512) 220-2051
    • chris@venturiwealth.com

    Chris Creed is a Senior Pb Advisor for Venturi Wealth Management. Chris partners with new clients to organize, plan, and manage all aspects of their family's financial life. Chris is a Certified Financial Planner® professional and holds the Certified Individual Wealth Advisor® (CPWA®) certification, which is the just advanced certification designed for wealth managers who advise ultra loftier-net worth clients.  Chris creates customized wealth planning strategies unique to highly affluent clients.

    Having xx-four years of feel in the industry, Chris brings a unique perspective to the part. Prior to joining Venturi, Chris was a principal at AFAM Capital, running their Private Customer Grouping Business organisation Evolution. For the seven years prior to joining AFAM, he was Regional VP, Southeast for Fisher Investments Individual Customer Group. He was the owner of an independent wealth direction exercise, Creed Capital Management (2003-2006), through Wachovia Securities Fiscal Network, which he later sold to another advisory house. From 1994 to 2003, Chris was an investment representative with Edward Jones, where he also held roles in both the hiring and training of new advisors.

    Chris holds a B.A. in Marketing from Southeastern Louisiana University. Chris enjoys tennis, skiing, canoeing and "quietly" supporting his two kids on their respective sporting events.

    Rodney A. Take chances

    Lead Counselor | Insurance Services

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    Rodney A. Hazard

    Atomic number 82 Advisor | Insurance Services

    • (512) 220-2035
    • rodney@venturiwealth.com

    Rodney Adventure is a Lead Advisor of Insurance Services for Venturi Wealth Management. Rodney is passionate about providing his clients with the best plan tailored for their unique situation. He is consistently learning near their needs and the options that volition all-time accomplish their goals. He has significant feel in working with individual clients and business owners in providing individual life insurance for estate planning and business needs.

    Prior to joining Venturi Wealth Direction, Rodney worked for over 35 years in providing strategic financial planning for corporations, government entities, privately owned businesses and individuals. From 1991-2016 he had his own firm in providing life insurance and group benefits. Before starting his own firm, Rodney was a business concern manager at Lockheed Missiles and Infinite. He was responsible for managing budgets of over $200 million dollars in funds. He has multiple awards and honors including; Lifetime Member of the 1000000 Dollar Round Table, Jefferson-Pilot Sales Leadership Recognitions, New York Life Associate of the Yr, Lockheed Functioning Incentive Honor and Lockheed Productivity Comeback Plan Honor.

    Rodney is a native Austinite and received his BBA in Finance from The University of Texas. He has been married to his wife Debbie for over 37 years and they have 3 developed sons. They currently reside in Lakeway and attend Lakeway Church. They continue to be actively involved in the Lake Travis and Austin communities. In his spare time Rodney enjoys camping, hunting, tennis and golf.

    George Clark, CFA®

    CIO | Founding Partner

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    George Clark, CFA®

    CIO | Founding Partner

    • 512-220-2039
    • george@venturiwealth.com

    George Clark is a Founding Partner and the Chief Investment Officer for Venturi Wealth Management. George applies his extensive institutional capital markets experience to developing tailored investment strategies for clients. He is skilled in investment evaluation and selection, portfolio design, risk assessment, and macro strategy. George works in concert with the team to ensure that a customer's investment contour aligns with his or her wealth management initiatives.

    Prior to moving to Venturi Wealth Management, George spent xviii years managing large institutional relationships for Merrill Lynch in Texas and the Southeastern United States. He focused on investment strategy and equities allocations for institutions between $two -$100 billion. George also spent four years at the Texas Permanent School Fund, where he was an Equities Trader and Sector Analyst for the $29 billion endowment. George holds a B.B.A. in Finance from the University of Texas at Austin. He is a Chartered Financial Analyst® (CFA®) charterholder.

    Taylor Adams

    Senior Client Associate

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    Taylor Adams

    Senior Client Associate

    • (512) 220-2035
    • taylor@venturiwealth.com

    Taylor is a Senior Client Associate at Venturi. She joined the Venturi squad in 2015. She guides clients through the onboarding process, working to ensure that clients experience a seamless transition. She serves as a dedicated point of contact for service issues and keeps clients informed about their account transactions and condition. Taylor finds joy in getting to know each customer personally and efficiently coming together their needs.

    In her previous function equally a consultant in the Transitions Management department of Raymond James, Taylor worked with Venturi squad members. Prior to working at the Raymond James habitation office in Leningrad, Florida, Taylor honed her client service skills at an investment house in Starkville, Mississippi.

    Taylor holds a Bachelor of Business Administration degree with a concentration in economics from Mississippi State Academy. Taylor enjoys indoor cycling, yoga, and exploring all that Austin has to offer.

    Sylvia Bell

    Chief Operating Officeholder

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    Sylvia Bell

    Principal Operating Officer

    • 512.220.4714
    • sylvia.bell@venturiwealth.com

    Sylvia Bell is the Primary Operating Officer. Prior to joining Venturi Individual Wealth, she was COO of the TRS Investment Direction Segmentation where she was responsible for all aspects of investment operations including merchandise operations, investment information systems, talent management and budget and accounting services. From 2015 to 2019 she served as Director of the TRS Emerging Managing director Program where she was responsible for a $one.half-dozen billion portfolio of small and diverse managers.

    Prior to joining TRS, Sylvia was with JPMorgan. In that role, she advised clients on a diverseness of investment strategies including equity, fixed income, and alternative asset strategies likewise every bit advising institutional clients on investment operations and reporting solutions. Sylvia likewise worked with Oracle Consulting Services where her responsibilities included implementation of Oracle fiscal applications. She started her career with Deloitte and Touche, where she performed audit and consulting services for corporate, regime, and not-for-profit clients.

    Sylvia currently serves a Lath member for the TOIGO foundation, a not-profit whose mission is to foster the career advancement and increased financial leadership of underrepresented talent.

    Sylvia holds a Bachelor of Scientific discipline and a Master's Degree in Accounting from the University of Florida and is a Certified Public Accountant.

    Alex Clendennen, CFP®, CPWA®

    Wealth Strategist | Partner

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    Alex Clendennen, CFP®, CPWA®

    Wealth Strategist | Partner

    • (512) 220-2041
    • alex@venturiwealth.com

    Alex engages with clients to construct in-depth financial plans that address disquisitional areas of wealth management including estate planning, cash catamenia analysis, liquidity risk, trust management and philanthropic giving. Alex also works with the investment team to ensure proper alignment between clients' wealth management goals and their portfolio investment strategy.

    Previously, Alex was a Financial Advisor at Merrill Lynch where he provided comprehensive wealth management services for high-net-worth families in the Austin area. Alex attended The University of Southern California, where he earned his BS in Business Administration with a concentration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Counselor® , and is currently working on a master's degree in financial services with a concentration in legacy planning.

    Alex'due south wife Lina is a dentist in northwest Austin and a fantastic chef. Alex and Lina welcomed their second boy, Ian, in April of 2020.  Outside of work, Alex enjoys tennis, proficient food, and traveling with his family. Alex is also active in volunteering with The Missy Project, a local non-turn a profit.

    Ryan Smith, CPWA®

    Senior Lead Advisor

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    Ryan Smith, CPWA®

    Senior Atomic number 82 Advisor

    • (512) 220-2048
    • ryan@venturiwealth.com

    Ryan Smith is a Senior Lead Advisor for Venturi Individual Wealth. Ryan provides investment advice and wealth management strategies to individuals, foundations, endowments and family unit offices. His passion is connecting his client'south long-term goals with well-nigh term investment and construction decisions. Ryan recently earned the Certified Private Wealth Advisor® (CPWA®) certification, which is the only avant-garde certification designed for wealth managers who advise ultra high-internet worth clients.

    Ryan started his career in Chicago with one of the largest independently owned investment consulting firms in the U.S., Callan Associates. He spent the next ii decades serving clients within the financial services manufacture. Ryan served every bit a Senior Vice President and Senior Customer Advisor within Texas Majuscule Banking company's Private Wealth Grouping and most recently, every bit a Client Advisor at Luther King Capital Management, an independent investment advisory firm overseeing over $20 billion in client assets.

    Ryan has a passion for mentoring fatherless boys and recently helped launch a new inner-city campus for HOPE Farm, a leadership program for at-risk, fatherless boys. He also serves on the boards of the Dallas Leadership Foundation and OmniCounts, a privately-owned retail inventory technology business.

    Ryan grew upwardly in Dallas and attended Jesuit College Preparatory School. He holds a Available of Science from Spring Loma College in Mobile, AL and an M.B.A. from the Cox School of Concern at SMU in Dallas.

    He and his wife, Carrie, live in Dripping Springs along with their three children, three King Charles Cavaliers, and many other pets. Ryan is active in the CrossFit customs and loves the outdoors, especially Rocky Mountain National Park.

    Matthew Maxcy, CEPA®

    Associate Advisor

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    Matthew Maxcy, CEPA®

    Associate Advisor

    • (512) 220-2043
    • matthew@venturiwealth.com

    Matthew Maxcy is an acquaintance counselor at Venturi Private Wealth. Matthew works alongside clients to appraise fiscal health and ascertain goals. He uses this articulation approach to craft strategies that aid clients preserve and grow wealth in a manner consistent with their needs and values. Matthew developed his commitment to collaborative servant leadership during his nine-yr career as a The states Army officer prior to joining Venturi. He gained valuable feel in coordinating people and resources to attain common goals as he worked to lead and serve his soldiers, their families, and the greater community. He also traveled or worked in over twenty countries, gaining a thorough appreciation for the value in connecting with people from varied backgrounds through meaningful, personal relationships.

    Matthew is a Colorado native, a graduate of the United states Military University at Due west Point, and earned his MBA at the McCombs School of Business at UT Austin. He lives in North Austin with his wife Christine and two daughters. When non at the office, Matthew likewise volunteers at his church and serves as a mentor to other veterans pursuing business concern careers. He enjoys hunting, fishing, reading history, and spending time with his family exploring activities in cardinal Texas.

    Joey Sager

    Managing Director | Partner

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    Joey Sager

    Managing director | Partner

    • (405) 254-3750
    • joey@venturiwealth.com

    Joey Sager is a Managing Director for Venturi Wealth Direction. His career began in 1985 at Merrill Lynch, where he became a Certified Financial Managing director. Joey has been recognized by Wells Fargo Advisors as a Premier Counselor each year from 2002 through 2017. He was honored by The Winners Circle LLC inOklahoma Magazine in 2008, and past Barron's Magazine in 2009, as a tiptop one,000 Advisor which included being ranked the Top Fiscal Counselor in Oklahoma.

    Joey is agile in his church building, serving on leadership and ministry teams. He has been a speaker at Christian events for over 25 years and has traveled regularly with mission teams in Latin America, Africa, Eastern Europe and the Middle East. He volunteers with children's group homes, coordinated a children's center clinic at a local mission middle, and served as a volunteer and director at a clinic that offers free medical and counseling services. He leads a community development project chosen Shared Success in Nicaragua, Uganda, and Oklahoma City which helps aspiring leaders develop sustainable, income-producing businesses. Past service includes managing director or leadership positions with Ethnographic Media, INFO (a statewide support group for those with an incurable genetic disorder), Ministries of Jesus, Oklahoma Youth Expo, and Southwestern Oklahoma State Academy Foundation.

    Joey serves on numerous boards, including Friends of the Oklahoma History Center, Integris Baptist Medical Center, Integris Health, Oklahoma Pilot'due south Clan, 1 World, the Sirloin Club of Oklahoma, and Southwest American Livestock Foundation.

    He and his wife Danielle, both pilots and musicians, bask many hobbies together including cars, boating, scuba diving, traveling, reading, and relaxing at the lake with their girl, Josie, and their son, Jett. Equally an instrument-rated pilot, flying airplanes and helicopters, Joey's interest in aviation and space history has opened the door to friendships with several Gemini and Apollo-era astronauts, including many who went to the moon.

    Grant W. Kinchen, CPWA®

    Lead Advisor

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    Grant Due west. Kinchen, CPWA®

    Pb Counselor

    • (512) 220-4706
    • grant@venturiwealth.com

    Grant Kinchen is a Atomic number 82 Advisor for Venturi Wealth Management. Grant concentrates his efforts on working with flush individuals, families, and institutions that seek fiscal well-being. He focuses on simplifying all aspects of client's financial lives and helps them to clear and prioritize goals for their wealth. Grant is a Certified Private Wealth Counselor® (CPWA®) which allows him to create unique and meaningful strategies for sophisticated and highly affluent clients.

    Grant began his career in Houston as an free energy commodities counselor focusing on natural gas and electricity derivatives. Grant earned his Available of Scientific discipline degree in Economics from Texas Tech University in Lubbock, Texas and is a passionate supporter of his alma mater.

    Grant is active in the local customs through Habitat for Humanity and is on the board of the Coastal Conservation Clan'south Austin Affiliate. Grant lives in S Austin with his wife Brandy and their ii Boston Terriers. In his spare fourth dimension, he enjoys golf, fishing, hunting, and spending fourth dimension with family and friends.

    Rachael Wyatt, CIMA®, CDFA®, CEPA®

    Senior Atomic number 82 Counselor

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    Rachael Wyatt, CIMA®, CDFA®, CEPA®

    Senior Lead Advisor

    • (512)220-4709
    • rachael@venturiwealth.com

    Rachael Wyatt is a Senior Pb Advisor with Venturi Private Wealth.  Rachael has more than two decades of experience in the wealth management industry,  the majority of which was with Banking company 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 $2 billion in client assets.  Rachael also held both management and consulting positions in the Individual Banking & Investment Grouping at Merrill Lynch.

    Prior to joining Merrill Lynch, Rachael held management positions at both Fiserv and Morgan Stanley. Rachael began her career with Phillips Petroleum equally an executive bounty specialist to assist key executives to practice stock options too as create information rooms for mergers and acquisitions.

    Rachael earned her B.B.A. from Texas Tech University in Lubbock. She is a member of Kingdom Advisors and currently holds both the Certified Investment Direction Analyst (CIMA®) and Certified Divorce Financial Advisor (CDFA®) designations. Rachael is a graduate of Leadership Austin'south Essentials program and has been very active in the Austin customs. With a truthful passion to help other women navigate difficult situations, she has served on the boards for both Austin Recovery and Safe. In her free fourth dimension, Rachael enjoys spending time on her boat with friends and family unit on Lake Austin or downwards at the coast in Port A, and usually with Jack (her Boston Terrier) in tow.

    Christopher M. Schelling, CAIA

    Chief Investment Strategist and Managing director of Alternatives

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    Christopher M. Schelling, CAIA

    Primary Investment Strategist and Manager of Alternatives

    • (512) 220-4713
    • chris.schelling@venturiwealth.com

    Chris is the Chief Investment Strategist and Director of Alternatives for Venturi Private Wealth. In his function he evaluates and communicates Venturi'south views on global investment strategies and allocations. He is also responsible for expanding Venturi's menu of curated alternative investments.

    Previously, Chris was a managing director at Windmuehle Funds, a boutique investment firm, leading sourcing and structuring for niche alternative investments. Prior to this, Chris was the Director of Private Disinterestedness at the $30 billion Texas Municipal Retirement System, and before that, the Deputy Chief Investment Officer and Director of Absolute Render at the $15 billion Kentucky Retirement Systems. Chris has over twenty years of feel in the investment manufacture, near all focused on alternatives.

    Chris is currently a contributing columnist for Institutional Investor and has authored over 60 articles on investing. He is also the author of Amend than Alpha: 3 Steps to Capturing Excess Returns in a Changing Globe.

    Chris holds a bachelor'southward degree in Psychology from the University of Illinois. He received an MBA from the University of Illinois-Chicago and a master'south degree in fiscal markets from the Illinois Institute of Technology as well. Chris was named 1 of Money Management Intelligence's 2012 Rising Stars of Public Funds, a Rise Star of Hedge Funds by Institutional Investor in 2014, received the Institutional Investor Intelligence Honour for Accented Return Strategies in 2016, and was named a Peak thirty Individual Disinterestedness Investor past Trusted Insight in 2018.

    Chris lives in Dripping Springs and enjoys spending time outdoors with his wife and two kids.

    DeWayne Crunk, CIMA®

    Senior Lead Advisor | Partner

    X

    DeWayne Crunk, CIMA®

    Senior Lead Advisor | Partner

    • (405) 254-3755
    • dewayne@venturiwealth.com

    DeWayne Crunk is a Senior Lead Advisor at Venturi Wealth Management. He has worked in the Fiscal Services industry since 1986. DeWayne served as the Senior Fiscal Consultant and Vice-President with Merrill Lynch for ix years. He held positions with Smith Barney as a Vice-President and Co-operative Managing director for 13 years. Prior to joining Wells Fargo Advisors in October 2013, he was the Vice President and Financial Consultant for RBC Wealth Direction.

    DeWayne is a member of the Investment and Wealth Plant. He received the Certified Investment Management Analyst designation (CIMA) from the Wharton School of Business at the University of Pennsylvania. DeWayne earned his M.B.A. in Finance from Oklahoma Metropolis University and his B.A. from Louisiana Tech University.

    Dave Swann, J.D.

    Chief Compliance Officer | General Counsel

    Ten

    Dave Swann, J.D.

    Chief Compliance Officeholder | General Counsel

    • (512) 220-4712
    • dave@venturiwealth.com

    Dave Swann is Chief Compliance Officer and the General Counsel of Venturi Private Wealth. Utilizing more than than 20 years of industry experience, he is responsible for the assistants, direction, management, and oversight of the compliance and legal functions at Venturi.

    Prior to joining Venturi, Dave served equally the Chief Compliance Officer at Meritage Capital, an Austin based firm that specialized in hedge fund investment solutions. Meritage Capital was acquired by Chocolate-brown Informational in 2018.

    Prior to Meritage Capital letter, Dave served as the Regulatory and Legal Officer at the Virginia Retirement System. He also served as the Chief Compliance Officer for nine years for an investment informational business firm located in Austin, Texas. Prior to his career in investments, he served every bit an Assistant Metropolis Attorney providing legal guidance to the San Antonio Local Development Company and the City'due south Economic Evolution Section.

    He received a B.A. from the Academy of Virginia, an Grand.B.A. from Jacksonville University and a J.D. from St. Mary'south University School of Constabulary.  Dave is a licensed attorney in the Land of Texas. Dave enjoys spending fourth dimension with his family, playing guitar, and fishing.

    Beyond Our Walls

    Our investment approach relies on a core agreement of you. It is our passion to learn your full story to help achieve financial freedom both for yous and for generations to follow.

    We prize our power to deliver investment strategies and wealth management services in a manner that strives to reward client outcomes—non transactions. Our vision is to bring together people and resources to create efficiencies and reduce the pressures and conflicts in our business.

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    Post-covid Economic system

    VENTURI MANAGEMENT OVERVIEW

    VENTURI Team AND CULTURE

    OUR PERSPECTIVE

    Individual Wealth Management Services

    Our investment approach relies on a cadre understanding of you. It is our passion to learn yourtotal story to help reach financial freedom both for you lot and for generations to follow.

    Investment Direction

    • Public Disinterestedness and Fixed Income
    • Culling Investments
    • Private Disinterestedness

    Concentrated Stock Management

    • Hedging Strategies
    • Selling Programs
    • Equity Collared Position Strategies

    Banking and
    Lending

    • Securities-Based Lending
    • Custom Lending Solutions
    • Mortgage Alternatives

    Estate Planning
    and Trust Services

    • Personal Trust Services
    • Charitable Trusts and Foundations
    • Manor Planning

    Philanthropy and
    CHARITABLE GIVING

    • Philanthropic Strategies
    • Fund and Foundation Consulting
    • Endowment Direction

    COMPREHENSIVE Revenue enhancement Management

    • Tax-Efficient Investments
    • Life Insurance Consulting
    • Tax Legislation Monitorings

    This is just then much more than a wealth management house. We but did a women'southward effect that we had in part and brought a keynote speaker in to talk well-nigh next generation wealth planning. The next calendar week nosotros hosted a charity shoot and raised $40 yard for Accolade Flight that allows veterans to travel to their memorials in Washington, D.C. We are e'er thinking outside of the box and helping our clients and community.

    MICHAEL CATANESE, SENIOR CLIENT Acquaintance

    Venturi'south Approach to Wealth Direction

    Nosotros deliver investment strategies and wealth management services in a manner that strives to reward client outcomes—not transactions. Our vision is to bring together people and resources to create efficiencies and reduce the pressures and conflicts in our business organisation.

    Strategic Financial Planning

    Establish Goals  | Set Priorities  | Determine a Timeline  | Monitor Progress

    Establishing a financial plan with clear goals and objectives is the foundation to financial organisation and peace of mind. We begin every relationship with a detailed cess of your wealth, greenbacks-flow, and long-term goals in lodge to manage the complexities of your financial life so you lot can focus on the things that thing most to you.

    INVESTMENT MANAGEMENT

    Recommend Investment Construction  | Monitor Results

    Our investment management team builds off of your personal financial plan to objectively analyze and create a customized investment portfolio. We construct and continually monitor portfolios through the lenses of cost and tax efficiency, hazard and render, and diversification in order to attain your financial goals.

    RISK Direction

    Take a chance of non Meeting Objectives  | Market Based Risk  | Liquidity Risk  | Reinvestment Adventure

    A proactive, highly disciplined risk management arroyo is followed throughout our entire wealth management process. Our team monitors and evaluates both fiscal market gamble, as well as risks to meeting your objectives. Nosotros employ a quantitative procedure to both assess and respond to changing market conditions.

    WEALTH TRANSFER

    Review Estate Program  | Model Estate Distribution  | Advise on Construction and Strategy  | Coordinate with Legal Advisors

    Every family's definition of wealth and legacy are different, and we understand that. Our team volition work with yous to define your legacy and structure an estate plan that aligns with your values. We have deep experience advising families on personal trusts, foundations, and diverse multi-generational transfer techniques. We also maintain stiff connections with legal professionals that help execute our clients' vision.

    Philanthropy

    Evaluate Philanthropic Options  | Charitable Trusts  | Family Foundations  | Donor Advised Funds  | Planned Giving Strategies

    For many clients, sharing their wealth and values has always been a role of the plan. Venturi tin can help you define your philanthropic mission statement and identify the all-time tools and strategies to achieve your charitable goals.

    FAQs

    Choosing someone to aid manage your financial livelihood is a big footstep. Our advisors have used their years of industry expertise to compile some of the most important questions you should enquire to help construction your search procedure and compare firms on important attributes.

    How many years of experience do you have in the investment informational business?

    Experience matters. Nosotros believe in an old proverb: "No one should learn to shave on your confront."   We are career investment professionals who have earned our clients trust by successfully navigating multiple market place cycles and investment environments. Our senior partners have minimum of 25 years manufacture feel.

    How many clients do you manage?

    Nosotros seek to provide an exceptional level of service and customization that but cannot be mass marketed. Each of our advisors partners with fewer than fifty families. In our experience and feedback from the families with whom we have served for decades, this intensive interaction allows us to perform at the level that clients deserve and nosotros need.

    What is your client focus?

    Significant wealth is different – in its opportunities and its challenges. Nosotros call up it's important to know if an advisor has experience working with clients like yous. We work exclusively with affluent clients, so we are securely entrenched in the bug they face. Our clients are non our testing ground; we are not learning as we get. Rather, we bring the knowledge and know-how that result from concentrated focus over decades of involvement managing significant wealth.

    How are y'all compensated?

    Nosotros are fiduciary advisors with a complete focus designed to represent the interests of our clients simply – not the interests of brokerage firms. Our fees are transparent and fully disclosed. Our goals are to purely align incentives with those of our clients. We pattern our fee schedule to meet the requirements for each client and our fees are disclosed in our course ADV.

    What are your team's credentials?

    Investments have become more complex. We have experience and knowledge to navigate markets with skill and precision. Our team designations include the CERTIFIED FINANCIAL PLANNERTM professional (CFP®), Chartered Fiscal Annotator charterholder (CFA®), and Certified Investment Management Analyst® professional (CIMA®). Our founder, Russ Norwood, has been recognized by Barron'due south as one of the Top 1000 Investment Advisors in the U.s. from the inception of the honour in 2009 through 2015 inclusively.

    *Advisors considered for the ranking have a minimum of seven years financial services experience and have been employed at the house for at least one twelvemonth. Quantitative and qualitative measures used to make up one's mind the Counselor rankings include: client assets, return on assets, client satisfaction/retentiveness, compliance records, and community involvement, among others. Barron'southward does not receive compensation from Advisors, participating firms and their affiliates. The rating is not indicative of Venturi Private Wealth's future functioning.

    What is your investment philosophy?

    A team's investment philosophy drives its results. We believe that the growing popularity of brusk-term trading strategies and time horizons fosters periods when fiscal markets are less efficient. These periods nowadays opportunities for disciplined individual investors who accept longer time horizons. We are contrarian investors with a bias for high-quality investment alternatives. We seek to manage portfolio cash catamenia to support our clients' lifestyle objectives. Our approach has e'er been goals-based; we construct each portfolio with our client'southward unique objectives in heed.

    What is your range of resources?

    Equally an independent investment advisory business firm, our resources are extensive. Our custodian partners are Allegiance Investments, Charles Schwab and Raymond James. This provides u.s. with access to leading technology solutions. Our calibration enables us to solicit what we believe are the best terms and execution on Wall Street. We accept the flexibility to manage assets across multiple custodians, at client request, and provide consolidated investment reporting.

    What is your service model and how ofttimes do you communicate with your clients?

    We use a team approach to promote unflinching coverage and accessibility. Nosotros provide quarterly investment performance summaries to clients, simply encourage more frequent interaction. We are bachelor to review results in person several times per year. Our client service partners are a linchpin of our success; they often interact with clients daily. In an era characterized by anonymity and vocalization post, we buck the tide. Clients have our cell phone numbers; we are at their disposal.

    How do you mensurate functioning?

    Our results-based civilization delivers the kind of performance our clients need.  Designing a custom plan for each client with clear, measurable objectives and key results allows the states to remain steadfast and focused. In addition, investment policy statements as well as desired outcomes for greenbacks menses and growth are established to accurately reflect each client'southward hazard appetite and expectations. We measure our results in both relative and absolute terms. We study investment performance quarterly. We meet with wealth management clients annually—at the very least—to review financial planning objectives and progress toward those goals.

    What is your customer retention rate over the terminal 3 and 5 years?

    We believe client retention is the near important mensurate of success in the investment advisory business. Prior to launching Venturi, our team has had very high retention over the last decade through several challenging market cycles. During the final 3 and 5 years we accept experienced less than 2% compunction of client relationships per yr. As far as we know, this consequence is very low compared to industry standards. Nosotros are proud of the success we have had in edifice long-term customer relationships. Nosotros are both humbled and honored by customer trust, and nosotros look to earn that trust every twenty-four hour period.

    Contact Our Private Wealth Management Team

    Ready to see with your Venturi Private Wealth counselor? Contact us today!