Wealth Management. Prioritized for Business Owners

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As a business owner, you face important decisions every day about how to drive long-term value and the best way to maximize your largest asset—your business. UBS client research tells us some important truths:

  • On average, non-financial assets account for nearly two-thirds of business owners’ total assets.1
  • 65% of owners are not familiar with all of their exit options2
  • 83% of owners have no written plan, while 48% have done no planning at all3
  • Even for owners who decide to pursue a sale… 80% of those below $50mm in revenue and 65% of those above $50mm in annual revenue are unsuccessful.4

You don’t have to navigate these challenges alone. Russ Ferreri is an experienced financial advisor and investment manager who helps business owners address the complexities of their situation. Acting with clients’ best interests in mind, he seeks to earn their trust with responsive and personalized service.

1 “UBS Uncommon Success,” March 2019, Chief Investment Office GWM Investment Research
2 “State of Owner Readiness, Survey Results 2013,” Exit Planning Institute, slide 9, 2013
3 “State of Owner Readiness, Survey Results 2013,” Exit Planning Institute, slide 15, 2013
4 Transferable Enterprise Value, Ralph Bradburd and Chuck Richards, Core Value software

Solving problems for clients is about financial prioritization. That means what can we prioritize today to help reduce risk, maximize value, and get on with it.

- Russ Ferreri

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Russell Louis Ferreri Profile Photo

    Russell Louis Ferreri

    First Vice President–Wealth Management

    Financial Advisor

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    • FL
    • IN
    • KY
    • NY
    • OK
    • TN
    • TX

    Russell uses his broad wealth management expertise to help high net worth individuals and families achieve their financial and life goals. Applying a research-driven advice process, he guides clients through a financial prioritization that emphasizes risk management and communication. 

    In addition to helping families, Russell focuses on helping business owners maximize the value of their largest asset – their business.  He works alongside business owners to help identify goals, formulate a plan, and evaluate prospective options.  He has been privileged to assist many successful business owners in this regard and can provide relevant credentials, including white papers and personal cases studies upon request.

    Prior to joining UBS, Russell worked as a Vice-President within both J.P. Morgan’s Private Bank and Goldman Sachs in New York.  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, as well the Certified Exit Planning Advisor accreditation. 

    Along with his wife, Natalee and three children, Russ supports various charitable organizations, and is an avid thoroughbred racing and college sports enthusiast.

      • University of Notre Dame Mendoza College of Business, M.B.A.
      • Vanderbilt University, Bachelor of Engineering
      • Portfolio Manager
      • Certified Exit Planning Advisor
      500 N Hurstbourne Pkwy
      Suite 300
      Louisville, KY 40222
    • Anne Cheaney Profile Photo

      Anne Cheaney

      Client Associate

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      • CA
      • FL
      • GA
      • IL
      • IN
      • KY
      • MO
      • NJ
      • NY
      • OH
      • PA
      • TX

            500 N Hurstbourne Pkwy
            Suite 300
            Louisville, KY 40222

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