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

David Holtz

CFA®
Trust Investment Advisor
U.S. Bank

855.594.7236

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About me

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

I want to make managing your finances as easy as possible for you. As your Trust Investment Advisor, I am supported by a team of professionals and will work either directly with you or together with your banker or advisor to address your needs when it’s best for you.  We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

In my free time, I enjoy spending time with friends and family, traveling the world and exploring all outdoor activities.

Area of focus

Trust Administration

Estate Administration

Wealth Planning

Fiduciary Investment Management

Specialty Asset Management

Charitable Services

Philanthropy

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.