Suggestions
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
May 5 · investmentnews.com
Argos Wealth Advisors sells minority stake to Merchant
Aug 19 · riabiz.com
[Updated] Former wealth manager for Montgomery Securities and ...