U.S. BANK WEALTH MANAGEMENT


Associated tags: Trust, Insurance

U.S. Bancorp names Evamarie Schoenborn CEO of U.S. Bancorp Investments, UnionBanc Investment Services, PFM Fund Distributors

Retrieved on: 
Tuesday, July 11, 2023

U.S. Bancorp today announced that Evamarie Schoenborn is its new chief executive officer of U.S. Bancorp Investments Inc. (USBI), UnionBanc Investment Services (UBIS), and PFM Fund Distributors (PFMFD).

Key Points: 
  • U.S. Bancorp today announced that Evamarie Schoenborn is its new chief executive officer of U.S. Bancorp Investments Inc. (USBI), UnionBanc Investment Services (UBIS), and PFM Fund Distributors (PFMFD).
  • View the full release here: https://www.businesswire.com/news/home/20230711552206/en/
    Both U.S. Bancorp Investments and UnionBanc Investment Services offer retail brokerage, investment advisory and insurance services.
  • UBIS became part of U.S. Bancorp in December 2022, when U.S. Bancorp completed its acquisition of MUFG Union Bank.
  • PFM Fund Distributors, Inc., an affiliate of PFM Asset Management LLC, is registered with the SEC as a limited-purpose broker-dealer and is a FINRA member.

Scott Ford promoted to president of Wealth Management at U.S. Bank

Retrieved on: 
Wednesday, May 17, 2023

U.S. Bank announced today that veteran wealth management leader Scott Ford is its new president of Wealth Management.

Key Points: 
  • U.S. Bank announced today that veteran wealth management leader Scott Ford is its new president of Wealth Management.
  • Beginning June 1, Ford will lead all of U.S. Bank’s wealth businesses, including Affluent Wealth Management, Private Wealth Management and Ascent Private Capital Management of U.S. Bank.
  • Previously, Ford led U.S. Bank’s Affluent Wealth Management business – a team of more than 1,400 bankers and U.S. Bancorp Investments financial advisors.
  • Prior to joining U.S. Bank in 2021, Ford served as a regional director, Wealth Management at JPMorgan Chase, overseeing their largest wealth region, New York.

Scott Ford joins U.S. Bank as president, Wealth Management Affluent

Retrieved on: 
Wednesday, February 3, 2021

Veteran wealth management leader Scott Ford has joined U.S. Bank as president, Wealth Management Affluent.

Key Points: 
  • Veteran wealth management leader Scott Ford has joined U.S. Bank as president, Wealth Management Affluent.
  • The division provides an integrated approach to wealth management, serving affluent clients across the United States, including wealth planning, investment management, trust and estate services and wealth management banking through U.S. Bank, and financial planning, investment, insurance and brokerage services through U.S. Bancorp Investments.
  • In this role, Ford oversees the nationwide network of U.S. Bank Wealth Management Affluent professionals of both U.S Bank and U.S. Bancorp Investments.
  • U.S. Bank Wealth Management offers comprehensive wealth management services, including wealth planning, investment management, trust and estate services and wealth management banking through U.S. Bank, and financial planning, investment, insurance and brokerage services through U.S. Bancorp Investments.