About our office

The Cleveland 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, retirees and philanthropists; 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 Brian Sonby

Brian Sonby

Private Wealth Advisor, 216-623-9295

headshot of Daniel Toaz

Daniel Toaz

Private Wealth Advisor, 614-232-2234

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 to the community. Over the past three years in our community, we’ve provided $2 million in U.S. Bank Foundation and corporate giving and 7,000 in volunteer hours. Our team is actively involved in providing support through Junior Achievement, National Organization of Women Business Owners 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.

Preparing a business exit strategy: Key factors to consider

A business exit strategy can help ensure your desired objectives and timing are met when you sell your business. Keep these key considerations top of mind.

Consider endowed scholarships for charitable giving

If you’re looking to make a direct, measurable impact with your philanthropy, a scholarship endowment can offer both tax benefits and essential educational opportunities to students.