FDIC-Insured - Backed by the full faith and credit of the U.S. Government
The Greenwich team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep knowledge working with wealth builders, corporate executives and retirees; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.
Private Wealth Advisor
203-216-7712
Private Wealth Advisor
646-431-2849
“Our Tri-State, Indiana and Ohio teams are committed to creating genuine connections with our clients and community.”
– Joseph D. Lombardo, Market Leader, New York Tri-State Area
U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $3 million in U.S. Bank Foundation and corporate giving and 2,000 in volunteer hours. Our team is actively involved in providing support through Habitat for Humanity Junior Achievement, United Way and others.
Insurance products are available through our affiliate U.S. Bancorp Investments.
Read our up-to-date reports on economic events and news from the markets.
Learn how your personal values can be meaningfully incorporated into your investment strategy.
How to diversify a concentrated, and potentially risky, portfolio.