David Holtz | WM Investment Portfolio Mgr | Minneapolis, MN | U.S. Bancorp Wealth Management

David Holtz

Trust Investment Advisor
U.S. Bank


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About Me

It is my pleasure to serve the financial needs of people in the Greater Twin Cities area. I started in the financial industry in 2011. I hold a Bachelor of Business Administration degree in financial markets, finance and accounting from the University of Minnesota, Duluth in Duluth, Minnesota.

I want to make managing your finances as easy as possible for you. As your Trust Investment Advisor, I am available by phone when it's convenient for you.

In my free time, I enjoy spending time with friends and family, traveling and exercising.

Area of Focus

Trust Administration

Estate Administration

Wealth Planning

Fiduciary Investment Management

Specialty Asset Management

Charitable Services


About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.