Roseburg Oregon-based Umpqua Bank recently announced that their Umpqua Private Bank will be expanding into Seattle, as well as the San Francisco bay-area . Umpqua Private Bank combines the company’s trademark customer experience with Umpqua Investments’ retail brokerage affiliate to build high-touch, customized solutions for clients with more than $3 million in net worth and $1 million in investable assets.
“Over the past three years, Umpqua Private Bank has grown as a result of our team’s commitment to our clients and integrated approach to wealth management,” said Kelly Johnson, executive vice president, wealth management. “Seattle and San Francisco are a great fit for Umpqua’s unique approach to banking, and we look forward to adding our private banking expertise in these key markets.”
Umpqua Private Bank, headquartered in Portland, Oregon, offers its clients comprehensive wealth management services including lending and real estate expertise, retirement planning, trust administration and traditional investment guidance.
About Umpqua Private Bank
Umpqua Private Bank is a division of Umpqua Bank serving high net worth individuals and nonprofits by providing customized financial products and wealth management services. Umpqua Private Bank is in Portland, Ore., and serves clients throughout the bank’s Oregon and Southwest Washington footprint. For more information, visit http://umpquabank.com/privatebank.