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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.