About our office

The New York City 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 Raymond Barzana

Raymond Barzana

Private Wealth Advisor, 917-679-8627

headshot of Susan Bennett

Susan Bennett

Private Wealth Advisor, 646-971-4922

headshot of Akhil Bhalla

Akhil Bhalla

Private Wealth Advisor,

headshot of KEVIN CHILDS


Private Wealth Advisor, 516-330-9860

headshot of Matt DeMarco

Matt DeMarco

Private Wealth Advisor, 917-256-2877

headshot of Joe Ferrone

Joe Ferrone

Private Wealth Advisor, 917-326-3126

headshot of Ena Licina

Ena Licina

Private Wealth Advisor, 201-554-7164

headshot of Ed MCGORRY


Private Wealth Advisor, 516-459-2987

headshot of Vid Persaud

Vid Persaud

Private Wealth Advisor, 347-852-2328

headshot of Samantha Selby

Samantha Selby

Private Wealth Advisor, 929-536-3380

headshot of Anne StClair

Anne StClair

Private Wealth Advisor, 917-256-2854

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.

6 ways to manage concentration risk in your portfolio

Owning too much of any one stock can be detrimental to your investment portfolio’s performance. Here are six strategies that can help you reduce your exposure to concentration risk.