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    Michael Russo

    Founder of Argos Wealth Advisors

    Michael Russo is the President and Founder of Argos Wealth Advisors, a wealth management consulting firm based in Napa, California.12 Here are some key details about Michael Russo:

    Professional Background

    • Russo founded Argos Wealth Advisors in April 2007.1
    • He heads the wealth management consulting group at Argos, overseeing portfolio strategy, asset allocation, and portfolio design.1
    • Prior to founding Argos, Russo created and led investment consulting groups at several firms including Presidio Financial Partners, C.E. Unterberg, Towbin, and Montgomery Securities.1
    • He has over 30 years of investment experience, including work in the Institutional Fixed Income Group of First Boston Corporation.1

    Education and Qualifications

    • Graduated Phi Beta Kappa from the University of California at Davis.1
    • Received his MBA with honors from UCLA.1

    Personal

    • Russo lives in Utah with his wife Jill and their two sons.1

    Company Details

    • Argos Wealth Advisors is an investment management company based in Napa, California.2
    • The firm had an annual revenue of $4 million in 2024.2
    • Argos employs 11 people.2

    It's worth noting that while you asked about a LinkedIn username for brad-yamada-82603ba5, this appears to be unrelated to Michael Russo. Brad Yamada is listed as a partner and analyst at Argos Wealth Advisors, but is a different individual from Michael Russo.1

    Highlights

    Argos Wealth Advisors sells minority stake to Merchant
    Argos Wealth Advisors sells minority stake to Merchant
    Aug 19 · riabiz.com
    [Updated] Former wealth manager for Montgomery Securities and ...
    [Updated] Former wealth manager for Montgomery Securities and ...

    Related Questions

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    Location

    Napa, California, United States