Private Wealth Management
San Jose

10 Almaden Blvd, Suite 500
San Jose, CA 95113

About our office

The Northern California 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, philanthropists and executives; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you achieve the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Stephen Foster

Private Wealth Advisor

415-677-3624

Contact Stephen

Tim McGinnis

Private Wealth Advisor Managing Director

916-498-3441

Contact Tim

Dustin Roberts

Private Wealth Advisor

408-918-4122

Contact Dustin

Our Leadership

“The only way to identify and address the most important issues in our community is to recognize its diversity and harness the power of those perspectives together.”

– Benjamin W. Roble, Northern California Market Leader

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 7,000 in volunteer hours. Our team is actively involved in providing support through the Alliance for Community Development, Guide Dogs for the Blind, Horizons Foundation and others.