About our office

The Cincinnati 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 retirees, business owners and executives; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Jane Boerger

Private Wealth Advisor 513-762-8933

Julie Broadwell

Private Wealth Advisor 513-632-2584

Tommy Grace

Private Wealth Advisor 513-639-2666

Bryan Havighurst

Private Wealth Advisor 513-632-4352

Andrew Hilton

Private Wealth Advisor 513-632-2583

ALANA HUGHES

Private Wealth Advisor Partner 513-632-5529

Jeff Kruse

Private Wealth Advisor 513-632-5561

Melissa Marsh

Private Wealth Advisor 513-632-4459

CHRISTINE SCHAUB

Private Wealth Advisor 513-632-2527

Our leadership

“Our Tri-State, Indiana and Ohio teams are committed to creating genuine connections with our clients and community.”
Joseph D. Lombardo, Market Leader, Ohio and New York Tri-State Area

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $5 million in U.S. Bank Foundation and corporate giving and 48,000 in volunteer hours Our team is actively involved in providing support through Junior Achievement, National Organization of Women Business Owners and others.

Insights from our experts

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

4 investment options to help generate retirement income

If you plan on retiring in your 60s, you may need to make your retirement savings last another 20-30 years. In addition to Social Security, savings and other investments, consider these options for generating additional income in retirement.

Business exit strategy: Preparing to sell your business

A business exit strategy can help ensure your desired objectives and timing are met when you sell your business. Keep these key considerations top of mind.

Disclosures

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