Managing Principal | Chief Investment Officer
Russell’s interest in investing goes back to his early entrepreneurial days. He got his start in this industry as a consultant at Merrill Lynch vetting money managers and writing Investment Policy Statements. At the same time, he crafted his own investment strategy and began managing portions of clients’ portfolios. After much success, he continued adding strategies and is now an enthusiastic proponent of in- house asset management and accountability. A student of behavorial finance, Russell is astute at helping clients navigate volatile markets and keeping them on track.
E-mail: russell@avitaswealth.com
Phone: 424-371-9022