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 business owners, corporate executives and women; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Ann Marie Coghill

Private Wealth Advisor


Contact Ann Marie

Katherine Estrada

Private Wealth Advisor


Contact Katherine

Ryan G. Koch

Private Wealth Advisor


Contact Ryan

Elisa Landers

Private Wealth Advisor


Contact Elisa

Jessica Poehler

Private Wealth Advisor


Contact Jessica

Lani Purpura

Private Wealth Advisor Managing Director


Contact Lani

Autumn Rubeo

Private Wealth Advisor


Contact Autumn

Mamta Sinha

Private Wealth Advisor


Contact Mamta

Ben Tamburro

Private Wealth Advisor


Contact Ben

Hank Zewald

Private Wealth Consultant


Contact Hank

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $5 million in U.S. Bank Foundation and corporate giving and 40,000 in volunteer hours. Our team is actively involved in providing support through the arts, human services, community development and others.

 Community involvement

Our services


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



Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

Growth strategies for business owners

Discover the best strategies to grow and expand your business, whether it’s through marketing, partnerships, outsourcing or acquisitions.

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How women are changing philanthropy

As women’s financial power continues to grow, so do their investments in the causes they care about.

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