Get to Know U.S. Bank Wealth Management
A recording for Get to Know U.S. Bank Wealth Management | Perspectives hosted on Friday, December 16, 2022 is now available.
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Webinar Description
As of December 1, 2022, Union Bank 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 were joined by the leaders of U.S. Bank Wealth Management to share:
- 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
Moderated by:
Sterling Sankey
Head of Wealth Management
Union Bank
Featured Speakers:
Mark Jordahl
President
U.S. Bank Wealth Management
Eric Freedman
Chief Investment Officer
U.S. Bank Wealth Management
Learn more about Investments from The Private Bank.
If you are not already receiving our invitations and wealth management articles, you can sign up by visiting unionbank.com/perspectives and clicking "Subscribe to Perspectives".
Investment management services offered by MUFG Union Bank, N.A. in conjunction with its subsidiary, HighMark Capital Management, an SEC-registered investment adviser. Investments employing managed strategies: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested.
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