Russell is a valuable member of the SWP team. He supports Jeff in servicing financial requests and inquiries and acts as the company liaison with custodians, investment managers and other outside agencies. He also manages client relationships and helps support all facets of the client experience to exceed expectations.
Prior to joining SWP, Russell spent over a decade in finance working with institutional investors at Cantor Fitzgerald in New York City and at UBS Financial Services.
Russell has obtained his FINRA Series 7, 55, 63 and 66 Securities Licenses with LPL Financial, and takes great pride in providing an elite level of service to each of our team’s relationships through his own seasoned experience.