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

headshot of Darrell Claridge

Darrell Claridge

Private Wealth Advisor 503-205-8752

headshot of Ann Marie Coghill

Ann Marie Coghill

Private Wealth Advisor 503-464-4896

headshot of Katherine Estrada

Katherine Estrada

Private Wealth Advisor 503-464-4892

headshot of Elisa Landers

Elisa Landers

Private Wealth Advisor 503-464-4878

headshot of Josh Oltman

Josh Oltman

Private Wealth Advisor 503-464-4887

headshot of Jessica Poehler

Jessica Poehler

Private Wealth Advisor 503-464-1473

headshot of Mamta Sinha

Mamta Sinha

Private Wealth Advisor 503-464-4897

headshot of John Stubee

John Stubee

Private Wealth Advisor Managing Director 503-326-9171

headshot of Ben Tamburro

Ben Tamburro

Private Wealth Advisor 503-464-4886

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.

Insights from our experts

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.

How to prepare for the great wealth transfer

A great wealth transfer is coming, and it’s important to plan now for any inheritance. Get tips from U.S. Bank on how to maximize the advantages of this financial windfall.

Disclosures