CINCINNATI--(BUSINESS WIRE)--Oct. 22, 2015--
U.S. Bank has named Randi Bellner as market leader of The Private Client
Reserve in the Cincinnati market. The company manages $126.1 billion of
investments for clients, and its wealth management business is ranked
among the top 20 firms* in the country. Bellner will lead The Private
Client Reserve’s wealth management team in Cincinnati. The company's
wealth management team, including The Private Client Reserve, manages
$8.9 billion of assets within the Cincinnati market.
“The Cincinnati market is very important to our company,” said Terrance
Dolan, vice chair of U.S. Bank’s Wealth Management and Securities
Services division. “U.S. Bank has been fortunate to serve many families
in the greater Cincinnati region for decades, as well as many of its
newest residents. The market has been foundational to the culture and
success of the organization over the years. We wanted to ensure that our
Cincinnati leader embodies our culture.”
Bellner has more than 25 years of wealth management and financial
services experience. Recently, he was the market leader for Key Private
Bank’s Indiana region. Prior to his position with KeyCorp, Bellner
served in leadership roles for PNC Financial Services.
“Randi represents all of the attributes that embody The Private Client
Reserve: a promise to do the right thing for our clients, a laser focus
on helping our clients achieve their unique goals, and a deep commitment
to the community we serve,” said Mike Ott, president of The Private
Client Reserve. “We are thrilled to welcome him to U.S. Bank and The
Private Client Reserve.”
Bellner graduated from The Ohio State University with a bachelor’s
degree in finance and financial management services. He is married with
three children and enjoys running, coaching youth soccer and golf in his
“The opportunity to lead such a talented and committed group of wealth
management professionals is truly a highlight of my career,” Bellner
said. “I’m excited about what the future holds for The Private Client
Reserve in Cincinnati, and our commitment to being best-in-class in
helping our clients achieve their unique goals.”
About The Private Client Reserve
The Private Client Reserve
of U.S. Bank provides comprehensive wealth management services to
individuals and families with $3 million or more in net worth. Highly
experienced, client-focused teams deliver customized strategies
including wealth planning, investment management, trust and estate
services and private banking tailored for each client’s unique goals and
needs. For more information, visit reserve.usbank.com.
About U.S. Bancorp
Minneapolis-based U.S. Bancorp (“USB”),
with $416 billion in assets as of Sept. 30, 2015, is the parent company
of U.S. Bank National Association, the fifth largest commercial bank in
the United States. The Company operates 3,151 banking offices in 25
states and 5,001 ATMs and provides a comprehensive line of banking,
investment, mortgage, trust and payment services products to consumers,
businesses and institutions. Visit U.S. Bancorp on the web at www.usbank.com.
* Barron’s "Top 40 Wealth Management Firms,” Sept. 26, 2015, ranked
by client assets in accounts of $5 million or more as of March 31, 2015.
Deposit products offered by U.S. Bank National Association. Member FDIC.
Credit products offered by U.S. Bank National Association and subject to
normal credit approval.
Investment products are:
Not a Deposit
Not FDIC Insured
Not Guaranteed by the Bank
May Lose Value
Not Insured by Any Federal Government Agency
U.S. Bank and its representatives do not provide tax or legal advice.
Each individual's tax and financial situation is unique. Individuals
should consult their tax and/or legal advisor for advice and information
concerning their particular situation.
U.S. Bank is not affiliated with the companies or organizations
View source version on businesswire.com: http://www.businesswire.com/news/home/20151022006363/en/
Source: U.S. Bancorp
Michael Walsh, 612-303-9122
of public relations