About our office

The Santa Monica 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 Zhanna Fish

Zhanna Fish

Private Wealth Advisor Managing Director 310-492-0216

headshot of Kevin O'Donnell

Kevin O'Donnell

Private Wealth Advisor 424-610-3648

headshot of Matt Roberts

Matt Roberts

Private Wealth Advisor Managing Director 562-708-9264

Our leadership

“Empowering people to leave the legacy they envision is at the center of all we do.”
Omid Noori, Market Leader, Greater Los Angeles

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 the California Science Center, YMCA, Boys and Girls Clubs, Pacific Symphony and others.

Disclosures