People Moves
US Bank Appoints Two Wealth Management Consultants
US Bank has added two wealth management consultants at its high net worth Private Client Reserve unit in Milwaukee and New York.
US Bank has added two wealth management consultants at its high net worth Private Client Reserve unit in Milwaukee and New York.
Joseph Lombardo joins the PCR from PNC Wealth Management in New York while Joseph Hass joins from PS-Companies in Milwaukee.
Lombardo has over 15 years of financial services experience and previously served as senior vice president at PNC. He has also worked at Deutsche Bank and Scudder Investments.
Haas, meanwhile, was latterly corporate vice president and officer at PS-Companies, where he drove sales growth and marketing strategies. He has 18 years of industry experience.
US Bank’s PCR serves individuals and families with at least $1 million in investable assets.
In a similar move yesterday, the firm hired Amy Foo as a wealth management advisor in Los Angeles, CA.
