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John Russo, CFA®, CPA, CAIA

Advisor

John Russo, CFA®, CPA, CAIA

Advisor

Contact Information

St. Louis, MO john.russo@rubinbrown.com 314.290.3444
John Russo is an Investment Advisor with RubinBrown Advisors and Partner with RubinBrown LLP. John works closely with clients, helping them define their objectives and leading them in the development and execution of comprehensive financial plans. He brings more than two decades of experience to the firm and the clients he serves. John is a firm believer in continuous education and improvement. He enjoys being part of a team assembled to help families and organization plan for and navigate life’s main events.

Prior to joining RubinBrown, John worked as Lead Wealth Advisor and Chief Operating Officer for Archford Capital Strategies and as Financial Advisor at Merrill Lynch.

Education

B.S.B.A., Accounting, Southeast Missouri State University

Experience

Estate and retirement planning Financial planning Investment advisory services Stock option planning

Professional Organizations

Member, CAIA Association Member, CFA Institute Member, CFA Society of St. Louis

Community Involvement

Board Member, The Illinois Autism Development Center Community Outreach Board, Missouri Baptist Medical Center
1-800-678-3134 Integrated Planning for Life
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