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Deals and People February 19, 2014
U.S. Bank Trust and Custody Adds Portfolio Manager
February 19, 2014 (PLANSPONSOR.com) - Jorgen Gustafson has joined the U.S. Bank Institutional Trust and Custody division as a senior portfolio manager.
Reported by PLANSPONSOR staff
As senior portfolio manager, Gustafson provides institutional clients with customized investment services. He is based in Seattle.
Gustafson reports to Jennifer Vail, chief investment officer for U.S. Bank Institutional Trust and Custody. “Jorgen brings key strengths to our team including his experience in public speaking and managing a multi-state book of business,” Vail says. “He also has a strong business development background, consistently ranking nationally in the top five of performing advisers at his former firm.”
Gustafson has worked in the industry for seven years, most recently as a senior portfolio manager with The Private Client Reserve of U.S. Bank in Seattle. Prior to that position, he held several roles with Morgan Stanley Smith Barney, most recently serving as second vice president and complex business development officer with responsibility for revenue generation, practice management, and oversight of financial advisers.
Gustafson earned his Bachelor of Arts degree at Boise State University in Idaho.