Ryan G. Koch

Senior Vice President, Private Client Advisor

Professional Profile

Ryan works closely with individuals and families, business owners, corporate executives and professionals.

With more than 30 years of experience in the financial services industry, Ryan starts by ensuring he has a clear view of his client’s personal situation, current needs and future goals. Working closely with a team of U.S. Trust experts and specialists, he then helps develop personalized, comprehensive wealth management plans.

These detailed plans cover current and future cash flows, estate and charitable planning and overall wealth management and investment strategies. Ryan’s in-depth knowledge of investment management, risk management and trust strategies helps to ensure the most appropriate planning steps are implemented for his clients.

Prior to joining U.S. Trust in 2016, Ryan served as a private client manager and advisor for such organizations as Key Private Bank, Wells Fargo Private Bank, U.S. Bank, and Bank of the West.

Ryan earned a bachelor’s degree in Industrial Management from the Oregon Institute of Technology and holds the Certified Investment Management Consultant® designation.

*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMC® and Certified Investment Management ConsultantSM. Use of CIMC®, and/or Certified Investment Management ConsultantSM signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management consultants)

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Tami M Olsen

Private Client Manager

503.795.6432

Paul D Stavig

206.358.0721

Jonathan B. Hommer

Wealth Strategies Advisor

206.358.3350

Jennette duCloo

Market Investment Executive

503.795.6512

Curry A Garvin

Portfolio Manager

503.795.6384

Marcia L Jory

Senior Trust Officer

503.795.6407

Key Contacts

Jennifer A Mortensen

503.795.6489

Shannon M Morris

503.795.6471

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.