About our office

The Irvine 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, executives and modern families; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

headshot of Zjamahl Fain

Zjamahl Fain

Private Wealth Advisor 949-863-2364

headshot of Matt Grossbard

Matt Grossbard

Private Wealth Advisor 949-536-4196

headshot of Tim Henderson

Tim Henderson

Private Wealth Advisor 949-863-2351

headshot of Alice Hsu

Alice Hsu

Private Wealth Advisor 949-863-2349

headshot of Michael Lewis

Michael Lewis

Private Wealth Advisor 949-291-2952

headshot of Johnny Liu

Johnny Liu

Private Wealth Advisor 909-270-7759

headshot of Cristina McManus

Cristina McManus

Private Wealth Advisor 949-536-4109

headshot of Sam Moini

Sam Moini

Private Wealth Advisor 949-898-4328

headshot of Alma Myers

Alma Myers

Private Wealth Advisor 949-740-3951

headshot of Blake Nakamura

Blake Nakamura

Private Wealth Advisor 949-512-2435

headshot of Kim Nguyen

Kim Nguyen

Private Wealth Advisor 949-814-2452

headshot of Jon Pommier

Jon Pommier

Private Wealth Advisor 949-863-2344

headshot of Rob Warren

Rob Warren

Private Wealth Advisor 949-520-2387

headshot of MIN ZHA

MIN ZHA

Private Wealth Advisor 949-382-5384

Our leadership

“I’m particularly passionate about increasing diverse representation in the wealth management industry and mentoring the next generation.”
Edward Mora, Market Leader, Orange County

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided over $8 million in U.S. Bank Foundation and corporate giving and over 10,000 in volunteer hours Our team is actively involved in providing support through Orange County United Way, Project Access, Unlimited Possibilities, Pacific Symphony, Girls Inc., Working Wardrobes, and many other worthy non-profit organizations.

Insights from our experts

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Business valuation: Key factors and how to assess a business’s value

If you’re thinking about selling your company, one of your first questions may be, “What is it worth?” These key factors can influence the perceived value of your business.

Sandwich generation financial planning tips

The sandwich generation faces unique challenges when balancing financial support for parents and kids. U.S. Bank has tips for keeping your financial goals a priority while supporting children and aging parents.

Disclosures