U.S. Bank Names Randi Bellner as Market Leader of The Private Client Reserve in Cincinnati
October 22 2015 - 1:50PM
Business Wire
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 free time.
“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 ReserveThe 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. BancorpMinneapolis-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
mentioned above.
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version on businesswire.com: http://www.businesswire.com/news/home/20151022006363/en/
U.S. BancorpMichael Walsh, 612-303-9122vice president of
public relationsmichael.walsh@usbank.com
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