About our office

The Greenwich 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 wealth creators, executives and retirees; 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 Andy Hartsman

Andy Hartsman

Private Wealth Advisor, 203-985-9382

headshot of Greg  Murphy

Greg Murphy

Private Wealth Advisor, 203-360-4963

Our leadership

Our Tri-State, Indiana and Ohio teams are committed to creating genuine connections with our clients and community.
Joseph D. Lombardo, Market Leader, Ohio and New York Tri-State Area

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $3 million in U.S. Bank Foundation and corporate giving and 3,000 in volunteer hours Our team is actively involved in providing support through Habitat for Humanity Junior Achievement, United Way and others.

Insights from our experts

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

How to handle market volatility

Market volatility can occur suddenly, but rarely happens for no reason. A better understanding of its potential causes, along with a comprehensive financial plan, can help you keep your emotions amidst volatility in check.

Equity compensation: Assessing stock options and restricted stock units (RSUs)

Explore how equity-based pay, stock options and deferred compensation can affect your financial future and wealth-building strategies.