Stephen Sherline named LA market leader for private client reserve of US Bank
US Bank Wealth Management has named Stephen M Sherline as Los Angeles market leader for The Private Client Reserve of US Bank.
Sherline has over 25 years of financial services experience.
In his new role with The Reserve, he will lead a team of wealth management professionals in Los Angeles, Santa Barbara and Newport Beach, California serving high-net-worth individuals and institutions in investment management, private banking, trust and estate services and wealth planning strategies.
He will report to Mary Martuscelli, West region president for The Private Client Reserve.
“Steve is exactly the kind of leader we need in Los Angeles,” says Martuscelli. “He is dedicated to building authentic relationships with the US Bank team, our clients and the communities we serve to further our footprint in a significant market.”
In his prior role as senior vice president and regional managing director with Union Bank in Los Angeles, Sherline co-developed a series of wealth planning initiatives in business succession, divorce and disability. Previously, he served as senior vice president and director of the investment advisors division, Northwestern Ohio at Fifth Third Bank in Toledo, Ohio. Before accepting roles in management, he was a wealth management advisor for 13 years.
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