U.S. Bank Private Wealth Management

U.S. Bank Private Wealth Management

U.S. Bank Private Wealth Management

Overview
Headquarters

205 South 5th Street Lobby,Springfield, IL 62701-1499

Type of Company

Private

Industries

Investment Services & Portfolio Management

Company Description

U.S. Bank Wealth Management offers three distinct service options: The Private Client Group, The Private Client Reserve and Ascent Private Capital Management. The Private Client Group focuses on affluent individuals and families who are committed to building wealth over time. Tailored services include private banking, investment management, trust administration and wealth planning. Investment options include individual stocks, managed portfolios, mutual funds from other fund companies, and bonds and other fixed-income investments.The Private Client Reserve serves high net-worth individuals and families who have complex financial interests and needs. Services include investment management, risk management and insurance, private banking, trust and estate services and wealth planning. Ascent Private Capital Management serves individuals and multi-generational families with significant resources who seek to make an impact with their wealth. Clients receive highly personalized advisory services that combine traditional wealth planning offerings with cutting-edge wealth impact planning and communication tools.

Executives & Employees

President

Chief Investment Officer

President, East Region

President, West Region

President, Central Region

President, East Region

Head of Wealth Management Product Services

Head, Business Development

Senior Managing Director & Head of Private Banking

Senior Managing Director & Head of Private Banking

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Recent Transactions
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CryoLife, Inc. purchases JOTEC GmbH

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Sun Hydraulics Corp. purchases Enovation Controls LLC /Power Control & Vehicle Tech Bus from Enovation Controls LLC

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Vishay Precision Group, Inc. purchases Pacific Instruments, Inc. /CA

Transaction Advisors
Legal Advisor

Advised onU.S. Bancorp, U.S. Bank Private Wealth Management purchase Union Bank NA /Institutional Trust & Custody Bus from Mitsubishi UFJ Financial Group, Inc.

Non-Profit Donations & Grants