First introduced in 2009 in Portland, Oregon, the lender combines the company’s experience with Umpqua Investments’ retail brokerage affiliate to build high-touch, customized services for clients with more than $3m in net worth and $1m in investable assets.
Wealth management executive vice president Kelly Johnson said, "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."
Umpqua Private Bank provides wealth management services such as lending and real estate expertise, retirement planning, trust administration and traditional investment guidance.
It serves high net worth individuals and nonprofits by providing customized financial products and wealth management services.
