Russell is an Account Vice President with UBS Financial Services who uses his broad wealth management expertise to help high net worth families achieve their financial and life goals. Using the vast resources of UBS, Russell is able to address and guide his clients' through financial planning needs whether it relates to retirement and estate planning or philanthropic pursuits.

Prior to joining the firm in 2014, Russell served as a Vice-President and Banker in J.P. Morgan’s Private Bank division, focusing on Tennessee and his native Kentucky. Previously, he worked as a Vice President at Goldman Sachs Asset Management in New York, where he specialized in liquidity optimization, performance management and counterparty diligence for the firm’s branded investment products, including their proprietary hedge fund complex, separately managed accounts, and fundamental equity platforms. His earlier professional experience includes roles as a business development and M&A analyst for a large national healthcare provider, as well as prior management experience for a nationally recognized private equity sponsor.

Russell received his M.B.A from the University of Notre Dame’s Mendoza College of Business and his undergraduate B.E. from Vanderbilt University. He holds the FINRA Series 7 and 63 licenses. Along with his wife, Natalee and two children, Russ supports various charitable organizations, and is an avid thoroughbred racing and college sports enthusiast.

FL, IN, KY, NY, OK, TN, TX