fdic

FDIC-Insured - Backed by the full faith and credit of the U.S. Government

About our office

The Portland 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 expertise in working with business owners, corporate executives and women; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.

Meet our Private Wealth Management Team

Lani Aronsen

Private Wealth Advisor Managing Director
503-464-4888

Bio page Contact Lani

Ann Marie Coghill

Private Wealth Advisor
503-464-4896

Bio page Contact Ann Marie

Katherine Estrada

Private Wealth Advisor
503-464-4892

Bio page Contact Katherine

Ryan G. Koch

Private Wealth Advisor
971-978-9160

Bio page Contact Ryan

Elisa Landers

Private Wealth Advisor
503-464-4878

Bio page Contact Elisa

Jessica Poehler

Private Wealth Advisor
503-464-1473

Bio page Contact Jessica

Autumn Rubeo

Private Wealth Advisor
503-464-4898

Bio page Contact Autumn

Mamta Sinha

Private Wealth Advisor
503-464-4897

Bio page Contact Mamta

Ben Tamburro

Private Wealth Advisor
503-464-4886

Bio page Contact Ben

Hank Zewald

Private Wealth Consultant
503-464-4899

Bio page Contact Hank

Our leadership

"Whether we’re working with clients or colleagues, it’s really satisfying to bring people together and find strategies that can help them work toward their goals.”

 

– Ted Austin, Market Leader, Oregon and Southwest Washington

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $6 million in U.S. Bank Foundation and corporate giving and 42,000 in volunteer hours. Our team is actively involved in providing support through the arts, human services, community development and others.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

Growth strategies for business owners

Discover the best strategies to grow and expand your business, whether it’s through marketing, partnerships, outsourcing or acquisitions.

Read article

How women are changing philanthropy

As women’s financial power continues to grow, so do their investments in the causes they care about.

Read Article

Disclosures

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.