V. David Russell |
LOS ANGELES, CA, AUG. 30, 2021 – MGO Private Wealth is pleased to announce that
V. David Russell has
joined the MGO Private Wealth team as a Managing
Director and the Head of Family Office Services.
He will be based in Dallas, Texas and Los
Angeles, California.
Bringing
experience in both private equity and private wealth management, David will
concentrate on building out the firm’s multi-family office practice and
investment platform.
He will also be involved in growing the
firm’s focus on entertainment, sports, and media professionals and increasing
the focus on the distinct financial interests of affluent people of
color.
Kevin O’Connell |
Robert Roman |
“When
your source of wealth is non-traditional, you have unique needs for financial
advisory services, and trust in your advisor is essential,” Russell observes.
“For many
people of color, professional athletes, and entertainers, trust isn’t
automatically there with traditional financial advisors.
"I work hard to bridge that trust gap and ensure all of our clients are both fully supported in expanding their financial and social influence.
"Being
at MGO Private Wealth allows me to truly serve that role for our clients,
continuing to grow their generational wealth and guide those new to wealth.
Louis Barajas |
"Our multi-family office structure is designed to address those needs and go beyond what a traditional wealth manager offers.”
Outside
of his financial advisory and family office practice, David is involved in
multiple academic and civic organizations, serving as an adjunct professor at
the M.J. Neeley School of Business at Texas Christian University, a board
member with Dallas Afterschool and Social Venture Partners, and an appointed
member to the city of Dallas’s Public Facilities Corporation.
“His passion, innovation, and unique professional background makes him a strategic addition to our team.”
Russell
continues, “I’m excited to join Robert and Louis Barajas and the MGO
Private Wealth team.
"The
MGO platform provides a deep pool of resources that will allow me to truly meet
the clients where they are.
"Every
client is unique and has their own stories, values, and priorities—our job is
to be the conduit that helps them capitalize on that.”
CONTACT:
David Ebeling
Member
of the National Association of Real Estate Editors (NAREE)
“PR Strategist for the Commercial Real Estate Industry: I do
what I love and love what I do.”
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