Russ serves as the Managing Director and Senior Wealth Advisor, collaborating with the firm’s leadership to oversee and manage the advisory services and wealth planning functions. Russ brings over thirty years of experience in the financial services industry. Most recently, Russ was Senior Vice President with The Excelsior Group at Morgan Stanley. Prior to that he held similar roles with PNC Wealth Management, U.S. Trust and Bessemer Trust.

After graduating from Rowan University with a BA in Economics, he began his career at Marine Midland Bank. Upon completion of their rigorous Management Associate program he held various positions within their banking and securities businesses.

Russ is a CERTIFIED FINANCIAL PLANNERTM (CFP®), having held that designation since 2000. He also holds the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63) and Uniform Investment Advisor Law (Series 65) licenses. Over the past two decades, Russ has focused exclusively on providing advisory services to wealthy families, senior corporate executives, entrepreneurs and venture capitalists. He specializes in building comprehensive, multigenerational investment, financial and estate planning strategies.