Russell is a Financial Advisor who collaborates with Chief Investment Officers to cultivate perennial asymmetric advantage. His clients are the principal stewards to Ultra High Net Worth individuals and Family offices with meaningful mandates rooted in benevolent purpose. Russell helps clients pursue Kaizen – the art of continuous improvement – by asking what we can do 1% better today than we did yesterday. He enables his clients to conscientiously commit to time tested best practices and principles day by day step by step.
Serving clients’ best interests is Russell Ballew’s paramount concern. With more than 15 years of experience in financial planning and investment management, he has the accumulated knowledge and perspective to help CIOs achieve their meaningful mandates. Russell understands the dynamics of balancing the of conflicting imperatives of satisfying client caprices and establishing an enduring legacy.
UHNW wealth management constantly evolve. The pursuit of structural and investment alpha requires a CIO stay abreast of a wide array of complex topic. Russell leverages a web of professional expertise that enables him to access a complete suite of capabilities to support client best practices.
Russell leverages his academic training on time tested processes as a CERTIFIED EXIT PLANNING (CEPA®) ADVISOR focused on helping business owners build more valuable companies, have stronger personal financial plans, and align their personal goals. He takes pleasure in explaining the basis and benefits of his approach in practical common-sense terms.
Russell is a Certified Financial Planner® professional who consciously embraces the highest standards of professional care – serve client interests first and foremost. He consults with clients to implement investment solutions solely with their interest at heart.
Russell obtained his MBA with a concentration in Investment Management from the University of North Carolina Chapel in 2003 and has served as an institutional grade professional asset allocator ever since.
Russell began his career in financial services in 2003 where he worked for the US Master Pension Plan of the Chevron Corporation and previously spent 7 years with UBS Financial Services, Inc. Today, Russell Ballew working with Wellspring International Capital Partners, LLC, consults with CIOs to provide their clients comprehensive financial and estate planning.
Russell leverages access to some of the most interesting alpha generating ideas in Private Equity; Venture Capital Funds; and Alternative Investments as well as differentiated insights into the Public Equity and Fixed Income markets.
Russell strives to uphold the high standards of excellence encourage by the Revelation of Bahá’u’lláh. To that end he has a marked preference for principle centered individuals and institutions who share his commitment to fostering justice love and unity.
Taraneh and Russell have three children. On any given weekend you will find Russell ferrying his children to sports, chess club and or guitar. He has served and supports several charities in his community from the Boys and Girls Club of Tracy and the Stockton Homeless Shelter.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.