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Michael Russo Location
Napa, CA, US
Michael Russo Work
2007 -now President and Founder @ Argos Wealth Advisors
2003 -2007 Managing Partner @
2001 -2003 Partner @
1991 -2000 Managing Director @ Montgomery Securities
Michael Russo Education
UCLA Anderson School of Management
MBA (Finance)
1981-1983
University of California, Davis
BA (Economics, English)
1977-1981
Michael Russo Skills
Investments
Wealth Management
Asset Allocation
Portfolio Management
Private Equity
Venture Capital
Hedge Funds
Asset Management
Fixed Income
Equity Research
Equities
Capital Markets
Alternative Investments
Financial Modeling
Finance
Securities
Mutual Funds
Investment Management
Emerging Markets
M&A experience
Investment Banking
Valuation
Investment Strategies
Series 7
Due Diligence
Mergers & Acquisitions
Corporate Finance
Client Representation
Client Orientation
Corporate Development
Bloomberg
Series 63
Private Placements
Mergers
Asset Managment
Mergers and Acquisitions
Sales
Human Resources
Entrepreneurship
Michael Russo Summary
Michael Russo, based in Napa, CA, US, is currently a President and Founder at Argos Wealth Advisors. Michael Russo brings experience from previous roles at Presidio Financial Partners, C.E. Unterberg, Towbin and Montgomery Securities. Michael Russo holds a 1981 - 1983 MBA in Finance @ UCLA Anderson School of Management. With a robust skill set that includes Investments, Wealth Management, Asset Allocation, Portfolio Management, Private Equity and more. Michael Russo has 1 emails and 2 mobile phone numbers on RocketReach.
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