US Bank, a provider of wealth management and private banking services, has appointed Michael S. Millman as senior vice president and wealth management advisor for The Private Client Reserve of US Bank in San Francisco. Millman will develop and implement customized investment strategies and plans for high net worth individuals and families, drawing upon the full range of resources available through The Private Client Reserve.
U.S. Bank, a leading provider of wealth management and private banking services,* announced today that Michael S. Millman has been appointed Senior Vice President and Wealth Management Advisor for The Private Client Reserve of U.S. Bank in San Francisco.
In this role, Millman will develop and implement customized investment strategies and plans for high net worth individuals and families, drawing upon the full range of resources available through The Private Client Reserve.
Millman brings more than 17 years of private banking, financial planning, and investment management and trust experience to his new post. Before joining The Private Client Reserve, he served as Senior Vice President and Wealth Advisor for Wells Fargo Private Bank. He has held senior-level advisory positions with such firms as Bank of America Private Bank, Fidelity Investments and Charles Schwab & Co.
Millman earned a bachelor of science degree in international management from Golden Gate University in San Francisco, Calif., where he graduated magna cum laude. Millman also holds four nationally- recognized professional industry designations: Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Accredited Estate Planner (AEP®). He currently serves on the San Francisco Estate Planning Council, the Advisory Board of Foothill College’s Entrepreneur Center in Los Altos, Calif., and for six years was a board member of The California Symphony in Walnut Creek, Calif. He also served as Chairman of the Professional Advisors Council and was a founding member of its Planned Giving Committee.
About The Private Client Reserve of U.S. Bank
The Private Client Reserve of U.S. Bank is a provider of comprehensive wealth management services for high-net-worth individuals, families and foundations with investable assets of more than $1 million. Highly experienced wealth management advisors lead client-focused teams that deliver forward-thinking, customized strategies including investment management, private banking, personal trust and estate administration and financial planning services designed for each client’s unique goals and needs. The Private Client Reserve is a part of U.S. Bank’s Wealth Management Group. For more information, visit www.privateclientreserve.usbank.com.
About U.S. Bank
Minneapolis-based U.S. Bancorp (NYSE: USB), with $353 billion in assets as of June 30, 2012, is the parent company of U.S. Bank National Association, the fifth-largest commercial bank in the United States. The company operates 3,080 banking offices in 25 states and 5,085 ATMs and provides a comprehensive line of banking, investment, mortgage, trust and payment services products to consumers, businesses and institutions. U.S. Bancorp and its employees are dedicated to improving the communities they serve, for which the company earned the 2011 Spirit of America Award, the highest honor bestowed on a company by United Way. Visit U.S. Bancorp on the web at www.usbank.com.
* Barron’s ranked U.S. Bank Wealth Management the 19th-largest U.S. wealth manager in its 2012 survey of “Top 40 Wealth Managers” published on Sept. 15, 2012.
Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products offered by U.S. Bank and subject to normal credit approval.
Investment products are:
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 mentioned above. U.S. Bank is not responsible for and does not guarantee the products, services or performance of third-parties.
Take your pick!
- Buyouts delivers exclusive news and analysis about private equity deals, fundraising, top-quartile managers and more. Get your FREE trial or subscribe now.
- VC Journal provides exclusive news and analysis about venture capital deals, fundraising, top-quartile investors and more. Get your FREE trial or subscribe now.