Private Wealth Management in Portland, OR

About our office

The Portland 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 Executives, Business owners and Next generation; 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

Ann Marie Coghill

Private Wealth Advisor 503-464-4896

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Contact Ann Marie

Katherine Estrada

Private Wealth Advisor 503-464-4892

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Contact Katherine

Shaun Moore

Private Wealth Advisor 503-401-1081

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Contact Shaun

Josh Oltman

Private Wealth Advisor 503-464-4887

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Contact Josh

Jessica Poehler

Private Wealth Advisor 503-464-1473

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Contact Jessica

John Stubee

Private Wealth Advisor Managing Director 503-326-9171

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Contact John

Ben Tamburro

Private Wealth Advisor 503-464-4886

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Contact Ben

Maria Uribe

Private Wealth Advisor 503-401-2133

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Contact Maria

Our leadership

“In many ways, U.S. Bank was born and built in Portland, and so was I.”

Lani Aronsen, Market Leader, Oregon and Southwest Washington

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $6 million in U.S. Bank Foundation and corporate giving and 42,000 in volunteer hours. Our team is actively involved in providing support through the arts, human services, community development and others.

Explore our news and insights

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Business valuation: Key factors and how to assess a business’s value

If you’re thinking about selling your company, one of your first questions may be, “What is it worth?” These key factors can influence the perceived value of your business.

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 Advisors and their representatives do not provide tax or legal advice. Your tax and financial situation are 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 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 Advisors, LLC.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate USBA Insurance Services.
For U.S. Bancorp Advisors:
Brokerage and investment advisory products and services are offered by U.S. Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of U.S. Bancorp and affiliate of U.S. Bank, N.A.
Insurance services are offered by USBA Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6011694. Products may not be available in all states.