About our office
Meet our Private Wealth Management team
Peter Bogardus
Private Wealth Advisor 415-774-2277
Tyler Brasfield
Private Wealth Advisor 415-774-2278
Ruel Cabarles
Private Wealth Advisor 415-677-3781
Nelson Cooney
Private Wealth Advisor 415-774-2280
Morgan Lynch
Private Wealth Advisor 415-297-5726
Jacque Maxon
Private Wealth Advisor 650-687-1765
Greg McEvoy
Private Wealth Advisor
Tim McGinnis
Private Wealth Advisor Managing Director 916-498-3441
Jack Rose
Private Wealth Advisor 415-612-7222
Teni Sarkisian
Private Wealth Advisor 415-774-2228
Vartan Shahijanian
Private Wealth Advisor 415-774-2275
Regina Susa
Private Wealth Advisor 408-367-2251
Our leadership
Engaged in our communities
Our services
Insurance products are available through our affiliate U.S. Bancorp Investments.
Disclosures
Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.U.S. Bank, U.S. Bancorp Investments, U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.
For U.S. Bancorp Investments:
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.