Private equity veteran Kent Weldon has made a private investment in Venturi Private Wealth, a fast-growing RIA founded by Merrill Lynch veteran Russ Norwood.
The Equity Collective includes units of Goldman Sachs Group Inc., Bank of New York Mellon Corp., Pacific Investment Management Co. and Prudential Financial Inc.
Fintech executive Eric Arnold had to shut down his company in late 2019, amid sexual harassment allegations within the leadership ranks. But he’s now got a chance at a comeback.
Snowden Lane’s Rob Mooney discusses the major changes in the wealth management landscape including the navigation of M&A and various client acquisition strategies.
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