Russ Norwood

Russ Norwood was a Founding Partner and CEO of Venturi Private Wealth, an independent advisory firm serving ultra-high-net-worth families through complexity, scale, and generational transition. Founded in 2015 on the belief that enduring wealth requires more than portfolio management, Venturi focused on advanced financial planning, concentrated equity strategy, alternative investments, and multigenerational wealth transfer, primarily for first-generation entrepreneurs and executives. The firm was acquired by Caprock in July 2026.

As a company founder himself, Russ understands that guiding entrepreneurs through a major financial transition is a multifaceted undertaking. He quickly builds rapport with business owners because he has faced many of the same challenges they have.

Russ has more than 35 years in the advisory profession. Before founding Venturi, he spent 24 years at Merrill Lynch as a Managing Director and Private Wealth Advisor, serving clients with substantial and concentrated wealth.