RubinBrown, one of the nation’s top 50 accounting and business consulting firms, recently hired John Russo, CFA, CPA, CAIA, as a wealth advisory partner.
Russo works closely with the Wealth Advisory Services Group at RubinBrown, where he provides investment advisory for high net worth clients. He has 15 years of experience in wealth management. He specializes in financial planning, investment advisory services, estate and retirement planning, and stock option planning.
Prior to joining RubinBrown, Russo worked as Lead Wealth Advisor and Chief Operating Officer for Archford Capital Strategies and as a Financial Advisor at Merrill Lynch.
Russo is a member of the CFA Institute and the CFA Society of St. Louis, and currently serves on the board of the Illinois Autism Development Center. He earned his B.S.B.A. in Accounting from Southeast Missouri State University.
The mission of RubinBrown’s Wealth Advisors is to assist and advise clients in achieving their personal and financial goals through a true integrated financial planning process—all in one place. See how we’re different.
Founded in 1952, RubinBrown’s team members establish best practices within specific industry segments and work to serve the community both inside and outside the workplace. RubinBrown’s mission is to help clients build and protect value, while at all times honoring the responsibility to serve the public interest.
RubinBrown is an independent member of Baker Tilly International, a high-quality, dedicated network of 125 independent firms in 147 countries. For more information, visit www.rubinbrown.com.
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