About our office

The Cincinnati 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 retirees, business owners, and corporate executives; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you achieve the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Kristen Ankenbauer

Private Wealth Advisor

513-632-2066

Contact Kristen

Donna Carr

Private Wealth Advisor

513-632-4424

Contact Donna

Terry Davis

Private Wealth Advisor

513-632-4404

Contact Terry

Keith Dershem

Private Wealth Advisor

513-632-2041

Contact Keith

Darryl Etling

Private Wealth Advisor

513-632-4670

Contact Darryl

Thomas Grace

Private Wealth Advisor

513-639-2666

Contact Thomas

Ryan Grinstead

Private Wealth Advisor

513-632-2447

Contact Ryan

Bryan Havighurst

Private Wealth Advisor

513-632-4352

Contact Bryan

Jill Henson

Private Wealth Advisor

513-632-5561

Contact Jill

Pam Paley

Private Wealth Advisor

513-762-8811

Contact Pam

James Ryan

Private Wealth Advisor Managing Director

513-632-4525

Contact James

Robert Schaefer

Private Wealth Associate Advisor

513-632-4350

Contact Robert

Karlee Schultz

Private Wealth Advisor Managing Director

513-632-2917

Contact Karlee

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $5 million in U.S. Bank Foundation and corporate giving and 46,000 in volunteer hours. Our team is actively involved in providing support for the arts, youth, community development and others.

Community Involvement

Our services

 

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

Insights

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

5 investment options to generate retirement income

Customize your income in retirement with these common investment choices.

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Business succession planning: Keeping it in the family

Planning ahead may potentially ease the transition of your family business without a major tax hit.

Read article