firm
U.S. Bank
In PWD coverage since August 19, 2026 · 12 stories
2Deals on our tracker
0Talent net · 12 months1 in · 1 out
Talent flow · 12 monthsOn the wire →
Net 0 · 1 arrivals · 1 departures
Chris Peary
Aug 24 · exec change
Chris Peary
Aug 23 · exec change
Arrivals
Chris Peary
Aug 24 · from U.S. Bank
Departures
Kristian Forster
Aug 18 · to LPL Financial
Deal recordFull tracker →
PWD coverage
book
Young clients reordered their goals. Advisors should reorder the plan.
A U.S. Bank survey finds 63% to 74% of young wealth builders would fund retirement before a down payment, making the order of a client's first dollars an advisory decision rather than a default.