Venturi Private Wealth

John Mcentire is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He has worked at Venturi Wealth Management, LLC since 2018 and previously held roles at J.P. Morgan Securities LLC and JPMorgan Chase & Co. from 2008 to 2018. Venturi Private Wealth offers investment and wealth management, financial planning, family office, and consulting services to individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles. The firm employs a holistic, discretionary investment process focused on fundamental analysis and manager due diligence, managing approximately $3.01 billion in regulatory assets.

Richard Banks is a CFA® charterholder with nine years of industry experience. He has been with Venturi Wealth Management, LLC since 2016 and previously worked at Consero Global, Inc. from 2014 to 2016. Venturi Private Wealth provides comprehensive investment and wealth management, financial planning, family office, and consulting services to individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles. The firm employs a holistic, discretionary investment process that incorporates fundamental analysis and manager due diligence through an internal Investment Committee.

Russell Norwood is a CFP® with 33 years of industry experience, currently serving at Venturi Private Wealth since 2015. He holds Series 63 and Series 65 licenses and is based in Austin, TX. Venturi Private Wealth provides investment and wealth management, financial planning, family office, and consulting services to individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles. The firm manages approximately $3.01 billion in regulatory assets and employs a holistic, discretionary process that integrates fundamental analysis and an internal Investment Committee for manager due diligence.

Cole Edmiston is a financial advisor at Venturi Private Wealth with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Edmiston began his career with an internship at Texas Life Insurance Company and completed his education at Baylor University. Venturi Private Wealth provides investment and wealth management, financial planning, family office, and consulting services to individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles. The firm employs a holistic, discretionary investment process that incorporates fundamental analysis and manager due diligence through an internal Investment Committee.

Rodney Gamble is a financial advisor with Venturi Private Wealth in Austin, TX, holding a Series 63 designation and nine years of industry experience. Prior to joining Venturi, he worked for Principal Life Insurance for 13 years. He is also president of R. Gamble & Associates, a business focused on selling and servicing group employee benefits, and sells fixed life insurance and disability products through Crump. Venturi Private Wealth provides investment and wealth management, financial planning, family office, and consulting services to individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles. The firm employs a holistic, discretionary investment process and manages approximately $3.01 billion in regulatory assets.

George Clark is a financial advisor at Venturi Private Wealth in Austin, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Venturi Wealth Management, LLC since 2015. Venturi Private Wealth provides investment and wealth management, financial planning, family office, and consulting services to individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles. The firm employs a holistic, discretionary approach to portfolio management, utilizing fundamental analysis and due diligence through an internal Investment Committee.

Rachael Wyatt is a financial advisor at Venturi Private Wealth in Austin, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. Her prior work includes roles at Bank of America and Merrill Lynch. Venturi Private Wealth offers investment and wealth management, financial planning, family office, and consulting services to individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles. The firm employs a holistic, discretionary approach to portfolio management, utilizing fundamental analysis and internal due diligence processes.

Alexander Clendennen is a CFP® with 14 years of industry experience and has been with Venturi Private Wealth since 2016. He serves as an advisory board member for The Missy Project, a charitable organization focused on fundraising and outreach. Venturi Private Wealth offers investment and wealth management, financial planning, and family office services to individuals, high-net-worth families, trusts, estates, and pooled investment vehicles, utilizing a holistic, discretionary approach that incorporates fundamental analysis and manager due diligence.

James Sanders is a financial advisor with Venturi Private Wealth in Austin, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Venturi Wealth Management since 2016 and has also been associated with Potomac Research Group since 2012. Venturi Private Wealth provides investment and wealth management, financial planning, family office, and consulting services to individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles. The firm employs a holistic discretionary process, utilizing fundamental analysis and an internal Investment Committee to guide portfolio management across various asset classes.

Matthew Maxcy is a Series 65 licensed advisor at Venturi Private Wealth with five years of industry experience. He has been with Venturi since 2020 and previously served nine years in the U.S. Army. He also pursued an M.B.A. at the University of Texas from 2018 to 2020. Venturi Private Wealth offers investment and wealth management, financial planning, family office, and consulting services to individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles. The firm employs a holistic, discretionary investment approach using fundamental analysis and manager due diligence, managing approximately $3.01 billion in regulatory assets.

Emily Mc Cracken is a Series 66 licensed financial advisor with five years of industry experience. She currently works at Venturi Private Wealth and previously held roles at Northwestern Mutual Wealth Management Company and MassMutual. Her background also includes several concurrent positions dating back to 2019. Venturi Private Wealth provides investment and wealth management, financial planning, family office, and consulting services to individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles. The firm employs a holistic, discretionary investment approach supported by fundamental analysis and an internal Investment Committee, managing approximately $3.01 billion in regulatory assets.

Kent Mitchell is a financial advisor with Venturi Private Wealth in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Venturi Private Wealth offers investment and wealth management, financial planning, family office, and consulting services to individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles. The firm employs a holistic, discretionary investment process supported by fundamental analysis and an internal Investment Committee, managing approximately $3.01 billion in regulatory assets.

Christopher Creed is a CFP® professional with 21 years of industry experience. He has worked at Venturi Wealth Management, LLC since 2018 and previously held roles at Northern Lights Distributors, LLC and Afam Capital, Inc. Creed is based in Austin, TX and holds Series 63 and Series 65 licenses. Venturi Private Wealth serves individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles by providing investment and wealth management, financial planning, family office, and consulting services. The firm employs a holistic, discretionary investment process, utilizing fundamental analysis and manager due diligence, and manages approximately $3.01 billion in regulatory assets.

Joey Sager is a financial advisor at Venturi Private Wealth with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he serves on the board of directors for Integris Health, a healthcare system in Oklahoma City, where he participates in organizational meetings several hours per month. Venturi Private Wealth provides investment and wealth management, financial planning, family office, and consulting services to individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles. The firm uses a holistic, discretionary investment process that incorporates fundamental analysis and manager due diligence, offering consolidated reporting and a range of portfolio management solutions.

Jay Willcox is a CFP® professional with 15 years of experience in financial advising. He is currently with Venturi Private Wealth and has previously worked at firms including Merit Financial Group, LPL Financial, and Avantax Investment Services. Venturi Private Wealth provides comprehensive investment and wealth management services to individuals, high-net-worth families, trusts, estates, pension plans, and pooled investment vehicles. The firm employs a holistic, discretionary approach to portfolio management, utilizing fundamental analysis and an internal Investment Committee to oversee manager due diligence.