Mike Banks
Chief Financial Officer @Venturi Private Wealth
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WORK HISTORY
Chief Financial Officer @Venturi Private Wealth
We are a multi-generational platform RIA firm providing comprehensive financial services. Ensuring secure, scalable systems is critical to ensure prudent management of client assets. Additionally, fiduciary oversight and financial management of the firm, infrastructure development, and proper controls are key focuses as we plan for continued growth. We also assist our clients with business advisory needs related to pre-M&A consulting, valuation, and general operational finance and accounting.
EDUCATION
Texas A&M University
B.S., Mechanical Engineering
Texas McCombs School of Business
M.B.A., Finance & Management
ABOUT MIKE BANKS
Significant wealth is different – in both its opportunities and challenges. We are…
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