Venturi Private Wealth
Venturi is an award-winning, independent private wealth management firm and multi-family office dedicated to serving ultra-high-net-worth families, business owners, and corporate leaders. Our mission is to provide tailored solutions and expert advice that enhance financial outcomes, simplify complexity, and unlock new opportunities. 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.
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Verified contacts
36
available on Kipplo
LinkedIn employees
39
11 to 50 range
Open roles
—
no listings
Distinct roles
24
indexed titles
Tech stack
2
tools in use
Monthly traffic
156
organic / mo
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Decision-makers and verified team members
36 contacts with verified email or phone · masked until revealed.
- BW
Blake Willcox
Lead Advisor · General Business & Management
EmailPhone - JK
Jim Kozlowski
Senior Managing Director - Private Equity · Finance & Accounting
EmailPhone - JS
Joey Sager
Managing Director · General Business & Management
EmailPhone - MM
Matthew Maxcy
Lead Advisor · General Business & Management
EmailPhone - GK
Grant Kinchen
Senior Lead Advisor · General Business & Management
EmailPhone - RG
Rodney Gamble
Lead Advisor - Insurance Services · Finance & Accounting
EmailPhone - KM
Kathleen Maloney
Client Associate · Customer/Client Service
EmailPhone - MS
Megan Severe
Senior Client Associate · Customer/Client Service
EmailPhone - AN
Alexis Norwood
,, &, · Other
EmailPhone
Showing 9 of 36 verified contacts
Top roles at Venturi Private Wealth
24 distinct titles indexed · top 10 shown.
- 4lead advisor
- 3senior lead advisor
- 2advisory analyst
- 2director of marketing
- 2senior client associate
- 2senior managing director
- 1, (,,)
- 1,, &,
- 1chief financial officer
- 1client associate
- +14more titles
Sign up to unlock all 36 contacts at Venturi Private Wealth
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