Client Service Associate
Russell is a valuable member of the SWP team. He works with clients to service all 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 Securities Licenses, and takes great pride in providing an elite level of service to each of our team’s relationships through his own seasoned experience.