US Bank has bolstered its wealth management operations for high-net-worth (HNW) clients from West Cost to Gulf of Mexico.
In Seattle, the bank has appointed Tiffany Koenig, LeeAnn Gudeit and Heidi Gordon to its Private Client Reserve division, reportedbankinvestmentconsultant.com.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Koenig will join the bank as senior vice president and wealth management advisor managing director. In his new role, she will be accountable for managing comprehensive wealth management strategies in investment management, private banking, trust and estate services and wealth planning. Prior to accepting the new role at US Bank, Koenig worked as senior vice president and senior relationship manager with Key Private Bank.
In addition, Gudeit has been appointed as senior portfolio manager to overseen the business operation of the Seattle team. Prior to joining the bank, she acted as a valuation manager with WTAS, where she was responsible for the valuation of privately held companies and investments.
Furthermore, the bank has also hired Heidi Gordon as the new personal trust officer, who previously served as a philanthropic trust officer for US Trust Private Wealth Management of Bank of America.
In Bellevue, the bank’s Private Client Reserve division has appointed Tom Zebroski as the vice president, wealth management advisor. Prior to joining US Bank, Zebroski worked as Charles Schwab financial consultant advising clients on financial matters, including risk management, investments, tax strategy, and federal and estate planning techniques.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataWith the appointment of the four new executives, the Reserve now has a team of 48 wealth management professionals serving the Seattle and Bellevue markets, according to US Bank.
The Reserve unit has also bolstered the team in Kansas City by appointing Mercedes Givens as a wealth management consultant and Allison Cox as managing director for trust. Cox has joined the bank from Commerce Trust Company where he served as vice president and trust officer, while Givens has served as branch manager for US Bank’s consumer bank.
US Bank said that the new hires will bring the total Kansas City team to 30 and it also plans to expand the team further.
Additionally, the Reserve division has appointed Roger Redmond as senior portfolio manager in Denver and Michael Nurenberg as a portfolio manager in Naples.Redmond previously served as senior vice president of investments at Marquette Asset Management, while Nurenberg worked as vice president, team leader and senior portfolio manager for the wealth management group at BNY Mellon.
