U.S. Bank Wealth Management has appointed Alex Kramer as new Milwaukee market leader for the private client reserve of U.S. Bank.
The private client reserve is a provider of wealth management services for individuals, families and foundations with investable assets of more than US$1 million.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
In his new role, Kramer will oversee a team of wealth management professionals who provide investment management, private banking, trust and estate services and wealth planning for high net worth clients in Milwaukee.
Previously, Kramer has worked at U.S. Bank as wealth management advisor and managing director for the Private Client Reserve.
Prior to joining U.S. Bank, he has worked at several firms including worked at Johnson Bank Wealth Management, Credit Suisse Securities and Harris Private Bank.
Meantime, U.S. Bancorp has also hired Sara Dorosti as new trust relationship manager in San Francisco for its private client reserve. Dorosti has joined the firm from Pillsbury Winthrop Shaw and Pittman, where she served as an associate attorney.
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 GlobalDataMichael Ott, president and central region president for The Private Client Reserve, said: "I am confident that his roll-up-your-sleeves work style will enable him to make meaningful contributions to our business, team and clients in Milwaukee."
