Russ is an Investment Associate with J.P. Morgan Wealth Management. As a member of the Lynn Group, he provides customer service and operational support for ultra-high-net-worth individuals and institutional clients. Russ's responsibilities include client trade execution, credit research and analysis, portfolio surveillance and financial report preparation. He works diligently to deliver an excellent client experience.
Russ graduated from Syracuse University with a M.S degree in New Media Management from the S.I. Newhouse School of Communication as well as a B.S. degree in Finance from the Whitman School of Management. While attending Syracuse University, he was a four year member of the university's division-1 basketball program. Russ began his career in 2014 at Credit Suisse as an Equity Research Analyst and then moved on to Welton Investment Partners as an Investor Solutions Analyst. At Welton, he gained valuable relationship management experience. Russ joined J.P. Morgan in 2019 drawn to the firm's and group's stellar reputation. He holds FINRA Series 7 and 63 licenses.
Russ lives in New York City, enjoys playing golf, and is a sports enthusiast. He is an active Syracuse alumnus as both a mentor for the Whitman on Wall Street undergraduate lecture series and a member of the Syracuse Orange Alumni Club.