SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Jul. 18, 2017--
U.S. Bank has named Daniel Wani as the market leader for Private Wealth
Management in Arizona and Nevada. Private Wealth Management is the
high-net-worth division of U.S. Bank Wealth Management, which manages
$145 billion of assets for clients and is ranked among the top 20 wealth
management firms* in the country. Wani previously served as managing
director of trust and wealth planning, and will be based in Scottsdale.
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Daniel Wani, new market leader for U.S. Bank Private Wealth Management in Arizona and Nevada. (Photo: Business Wire)
“Daniel’s breadth of experience, innate leadership ability, and
unwavering commitment to our clients make him the ideal choice to lead
the Arizona and Nevada office for Private Wealth Management,” said Mike
Ott, president of Private Wealth Management. “He has taken on additional
challenges in all of the roles that he’s assumed, and we are thrilled
that he will bring that same work ethic and dedication to our clients in
In his new role, Wani will lead a team of wealth management
professionals providing investment management, private banking, trust
and estate services and wealth planning to high-net-worth clients in
both states. He will report to Mary Martuscelli, west region president
of Private Wealth Management.
“The states of Arizona and Nevada are an important market for us, and I
am thrilled that we have someone of Daniel’s caliber to lead the team.
Daniel’s leadership in both the office and community allows us to
provide our clients with the level of trust and experience they expect.
Daniel represents everything we are looking for in an ethical,
client-focused, forward-thinking leader to lead this office,”
Wani is a member of the State Bar of Arizona and the New York State Bar.
He belongs to the Central Arizona Estate Planning Council and the
American Bar Association and the New York State Bar Association. He
earned his master of laws degree in taxation from New York University
School of Law, his juris doctorate from Boston University School of Law
and his bachelor’s degree in psychology from Roger Williams University
in Bristol, Rhode Island. He serves on the board of advisors for
About Private Wealth Management of U.S. Bank
Management serves high net worth individuals and families who have
complex financial interests and needs. Key services include investment
management, risk management, private banking, trust and estate services
and wealth planning. For more information, visit reserve.usbank.com.
About U.S. Bancorp
Minneapolis-based U.S. Bancorp (NYSE:
USB), with $450 billion in assets as of March 31, 2017, is the parent
company of U.S. Bank National Association, the fifth largest commercial
bank in the United States. The Company operates 3,091 banking offices in
25 states and 4,838 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. 17, 2016, ranked
by client assets in accounts of $5 million or more as of March 31, 2016.
Investment products and services are:
NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE •
NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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.
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/20170718006146/en/
Source: U.S. Bank
Jeni Jonett, 612-303-4993