Private Wealth Management in Portland, OR

About our office

The Portland 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 business owners, executives and women; 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

Darrell Claridge

Private Wealth Advisor, 503-205-8752

Bio page

Contact Darrell

Ann Marie Coghill

Private Wealth Advisor, 503-464-4896

Bio page

Contact Ann Marie

Katherine Estrada

Private Wealth Advisor, 503-464-4892

Bio page

Contact Katherine

Elisa Landers

Private Wealth Advisor, 503-464-4878

Bio page

Contact Elisa

Josh Oltman

Private Wealth Advisor, 503-464-4887

Bio page

Contact Josh

Jessica Poehler

Private Wealth Advisor, 503-464-1473

Bio page

Contact Jessica

Autumn Rubeo

Private Wealth Advisor, 503-464-4898

Bio page

Contact Autumn

Mamta Sinha

Private Wealth Advisor, 503-464-4897

Bio page

Contact Mamta

Ben Tamburro

Private Wealth Advisor, 503-464-4886

Bio page

Contact Ben

Our leadership

In many ways, U.S. Bank was born and built in Portland, and so was I.

Lani Aronsen, Market Leader, Oregon and Southwest Washington

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $6 million in U.S. Bank Foundation and corporate giving and 42,000 in volunteer hours. Our team is actively involved in providing support through the arts, human services, community development and others.

Insights from our experts

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

5 factors that can affect business valuation

Business valuation can help you determine how much your company is worth. Here are five factors that can affect the perceived value of your business.

How to prepare for the great wealth transfer

A great wealth transfer is coming, and it’s important to plan now for any inheritance. Get tips from U.S. Bank on how to maximize the advantages of this financial windfall.

Investment and insurance products and services including annuities are:

Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
U.S. Bank, U.S. Bancorp Investments, U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.
For U.S. Bancorp Investments:
Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.