About
Russ has worked in the financial industry since 2022 and is driven by a deep commitment to helping people create fulfilling futures through integrated financial planning and advice. In his current role, Russ works with clients to build their financial plans, provide guidance, and develop investment proposals tailored to each client’s needs. He designs strategies that support clients as they build wealth, prepare for major life events, and pursue what matters most to them.
Originally from New York City, he served as a Wealth Management Analyst at Morgan Stanley on Wall Street, collaborating with the firm’s top advisors. Russ relocated to Cape Cod with his fiancée, Emilie, in 2024 to join the AMR Team. Outside the office, he enjoys sailing, reading history, and spending time with family and friends. Russ volunteers with the SIFMA Foundation’s InvestWrite program, helping students in grades 5-12 develop financial literacy and confidence, and is an active member of the Financial Planning Association’s New England chapter.
Education
- BS – Champlain College, Burlington Vermont
