About Us

Our Story

Venturi Private Wealth is an award-winning, independent private wealth management firm and multi-family office with offices in Austin, TX and Oklahoma City, OK.

We provide comprehensive financial planning, investment management, estate planning, tax strategy, and liquidity event planning solutions to HNW and multi-generational families. As a fee-only fiduciary, we are committed to delivering unbiased guidance that prioritizes our clients’ best interests.

Since our founding in 2015, Venturi has been consistently recognized as one of the nation’s premier wealth management firms by industry leaders such as Forbes, WealthManagement.com, and USA Today.

Meet Our Leadership Team

Russ Norwood

Co-Founder & CEO

CFP®

Ashi Parikh

President & CIO

George Clark

Co-Founder & Director of Investments

CFA®

Mike Banks

Chief Financial Officer

CFA®

Dave Swann

Chief Compliance Officer

J.D.

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OUR CORE VALUES

BUILT ON TRUST

Trust is earned as a result of relationships over time. We believe in taking ownership. Transparency, candor, and authenticity build confidence and trust. Loyalty is our greatest reward.

Strive to Exceed

We are committed to serving and believe in putting others’ needs before our own. We believe in empowering our people. We foster deep relationships. Be proactive, creative, and organized. Exceed expectations.

Demonstrable Track Record of Success

Success matters. We lead by example. We are driven, focused, and competitive. We are always looking to create a better future. We love what we do.

The Venturi Effect

At Venturi, talented people and resources converge to create value. We rely on each other’s strengths, invest in mentorship, and focus on the positive. Respect, professionalism, and accountability are foundational to our culture.

Award Disclosures

“When you choose us, you choose all of us.”

ALEX CLENDENNEN, WEALTH STRATEGIST

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CIMA®, CFP®

Russ Norwood

Co-Founder & CEO

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As a Founding Partner and CEO of Venturi Private Wealth, Russ Norwood leads a team of 35 professionals who manage over $2 billion in assets for ultra-high-net-worth clients across public and private markets. He leverages his expertise in financial planning, wealth transfer strategy, concentrated stock management, and alternative investments to create sustained generational prosperity for entrepreneurs and executives who are typically first-generation wealth creators. Russ has been a trusted advisor and financial services entrepreneur for over 30 years. He spent 24 years as a Managing Director and Private Wealth Advisor at Merrill Lynch, where he served clients with complex and concentrated wealth needs. He co-founded Venturi in 2015 with a vision to create an independent firm, built on trust, that offers a comprehensive and collaborative approach to wealth management. He is a member of Tiger 21, a peer network of successful wealth creators, and an advisory board member of the University of Texas McComb’s Wealth Management Center, a program that prepares future leaders in the industry.

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Ashi Parikh

President & CIO

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Ashi Parikh is President and Chief Investment Officer for Venturi Private Wealth. Ashi joins Venturi as an integral part of the firm’s growing investment team, with an impressive career of more than 30 years of experience in leadership positions in the industry, combined with an exceptional track record as a top quartile money manager. In his most recent role, Ashi was CEO and CIO of RidgeWorth Investments in Atlanta, GA where he helped grow the firm to over $41 billion. Ashi also served as the Chief Investment Officer of Eagle Asset Institutional Growth Strategies and Eagle Growth Partners, LP. In recognition of his exceptional investment returns Ashi was named to Barron’s Top 100 Managers, and for ten years Ashi ranked in the industry’s top quartile as a portfolio manager. Ashi is a graduate of The Ohio State University where he received a BSBA in Economics, summa cum laude. He also has an MBA from Harvard Graduate School of Business. Ashi is a sitting board member of PMP (US Bancorp) Funds and the Ohio State University Endowment and Foundation Board, IWG.
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CFA®

George Clark

Co-Founder & Director of Investments

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George Clark is a Founding Partner and Director of Investments for Venturi Private Wealth. In addition to these roles, George served as Venturi’s Chief Investment Officer from the firm’s inception through 2022. 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 client’s investment profile aligns with his or her wealth management initiatives. Prior to Venturi, George spent 18 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 $2 -$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.
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CFA®

Mike Banks

Chief Financial Officer

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Mike Banks is the Chief Financial Officer of Venturi Private Wealth. He brings 25 years of finance and operational experience to the firm. Mike provides fiduciary oversight and financial management of the firm, infrastructure development, and controls to ensure prudent management of client assets. Mike provides business advisory consulting on personal business matters of clients primarily in private business 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 financial consulting on over 100 different business engagements over a broad range of industries including software, SaaS, semiconductor, manufacturing, renewable energy, service, and healthcare. He has led successful early-round equity fundings and debt financings. Mike earned an M.B.A. from the University of Texas at Austin and a Bachelor’s of Science in Mechanical Engineering from Texas A&M University. He received his Chartered Financial Analyst (CFA®) designation and holds co-ownership in two technology patents. He has been an instructor on renewable energy economics and corporate M&A. He has been an executive advisor to a local Austin private school and served on the Finance Committee of the City of Sunset Valley. In his free time, Mike enjoys spending time with his family, traveling, fitness, and spending as much time as possible at LadyBird Lake, where he attempts to run.
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J.D.

Dave Swann

Chief Compliance Officer

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Dave Swann is Chief Compliance Officer and the General Counsel of Venturi Private Wealth. Utilizing more than 20 years of industry experience, he is responsible for the administration, direction, management, and oversight of the compliance and legal functions at Venturi. Prior to joining Venturi, Dave served as the Chief Compliance Officer at Meritage Capital, an Austin based firm that specialized in hedge fund investment solutions. Meritage Capital was acquired by Brown Advisory in 2018. Prior to Meritage Capital, 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 advisory firm located in Austin, Texas. Prior to his career in investments, he served as an Assistant City Attorney providing legal guidance to the San Antonio Local Development Company and the City’s Economic Development Department. He received a B.A. from the University of Virginia, an M.B.A. from Jacksonville University and a J.D. from St. Mary’s University School of Law. Dave is a licensed attorney in the State of Texas. Dave enjoys spending time with his family, playing guitar, and fishing.