Get to Know U.S. Bank Wealth Management

We’re excited to share that as of December 1, 2022, Union Bank has officially joined U.S. Bank. Work has begun to combine our two organizations and, once complete, we believe it will unlock an even broader range of wealth management capabilities, services and tools for all our clients.

To provide you with a glimpse of what’s ahead, we will be joined by the leaders of U.S. Bank Wealth Management during this Perspectives webinar. Together we will discuss

  • How the integration of our organizations will benefit our clients
  • U.S. Bank's approach to wealth management and investing
  • Current market and economic dynamics influencing investor strategies today

Following the speakers’ remarks, there will be a question-and-answer session. We welcome you to share this invitation with family members, colleagues and friends who would enjoy hearing from our team.

Date

Friday, December 16, 2022

Time

9:00 AM to 10:00 AM (PT)

Registration

Yes, I will join.
No, I will not join.

 

If you have any questions, we're here to help. 

Please contact your relationship manager or visit The Private Bank if you would like additional guidance or information. 

 

Moderated by: 

Hosted by: Sterling Sankey, Head of Wealth Management, Union Bank

Sterling Sankey
Head of Wealth Management
Union Bank

Featured Speakers:

Featured Speaker: Mark Jordahl President U.S. Bank Wealth Management

Mark Jordahl
President
U.S. Bank Wealth Management

Eric Freedman Chief Investment Officer U.S. Bank Wealth Management

Eric Freedman
Chief Investment Officer
U.S. Bank Wealth Management

 

If you are not already subscribed to receive our Perspectives wealth management articles, you can subscribe by visiting unionbank.com/Perspectives and entering your email address. 

Trouble registering? If you have trouble registering for this event, please email Events at Union Bank.