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 knowledge working with wealth builders, corporate 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

Elliot Acoca

Private Wealth Advisor
646-971-4957

Bio page Contact Elliot

Susan Bennett

Private Wealth Advisor
646-971-4922

Bio page Contact Susan

Matthew DeMarco

Private Wealth Advisor
917-256-2877

Bio page Contact Matthew

Ena Licina

Private Wealth Advisor
646-971-4921

Bio page Contact Ena

Edward McGorry

Private Wealth Advisor
516-459-2987

Bio page Contact Edward

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

Community involvement

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.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

Is investing in an initial public offering a good idea?

It’s easy to get caught up in the excitement surrounding initial public offerings. Review these common misconceptions before investing.

Read article

4 steps to manage concentration risk in your portfolio

How to diversify a concentrated, and potentially risky, portfolio.

Read Article

Disclosures

Start of disclosure content

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 Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.