Alisa Howry
Senior Investment Portfolio Manager at U.S. Bank Private Wealth Management at U.S. Bank | San Diego, California, United States
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Alisa Howry serves as an Investment Portfolio Manager at U.S. Bank Private Wealth Management, where she plays a pivotal role in delivering tailored investment services that align with her clients' financial aspirations. With a robust background in portfolio management, Alisa employs a comprehensive, integrated investment approach that encompasses both asset allocation strategies and risk assessment. Her expertise lies in crafting personalized investment solutions that reflect each client’s unique financial status, objectives, and risk tolerance, ensuring they are well-positioned to achieve their short- and long-term goals.
In her current role, Alisa is actively involved in several key projects that emphasize strategic financial planning and investment management. She collaborates closely with clients to understand their evolving needs, leveraging her skills in business development and client presentation to foster strong relationships built on trust and transparency. Alisa’s adeptness at making informed investment decisions is complemented by her leadership capabilities, allowing her to guide clients through complex financial landscapes with confidence.
Her proficiency in mutual funds and diverse investment vehicles enables her to create well-rounded portfolios that not only seek to maximize returns but also mitigate risks. Alisa is committed to continuous learning and staying abreast of market trends, which enhances her ability to provide insightful recommendations. Ultimately, her dedication to client success and her strategic approach to portfolio management make her a valuable asset to U.S. Bank Private Wealth Management and a trusted partner for her clients on their financial journeys.
Senior Investment Portfolio Manager at U.S. Bank Private Wealth Management at U.S. Bank in September 2021 to Present
Director, Eagle Invest Advisor at First Republic Private Wealth Management in February 2021 to September 2021
Investment Manager at Wells Fargo in October 2013 to February 2021
Investment Management Specialist at Wells Fargo in June 2011 to November 2013
Paraplanner at Harrison de Charon, LLC in July 2008 to March 2011
Financial Advisor at Edward Jones in July 2007 to July 2008
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San Diego State University, Master of Science in Business Administration, July 2026
California State University, Long Beach, Bachelor of Arts, July 1998 to July 2026
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Customer Service
Sales
Business Development
Microsoft Office
Written Communication
Problem Solving
Analytical Skills
Communication
Investment Decisions
Client Presentation
Investments
Financial Planning
Wealth Management
Portfolio Management
Financial Analysis
Asset Allocation
Investment Advisory
Securities
Mutual Funds
Microsoft Excel
Leadership
Investment Management
Investment Strategies
Strategic Financial Planning
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Discover more about U.S. BankWhat is Alisa Howry email address?
Email Alisa Howry at [email protected]. This email is the most updated Alisa Howry's email found in 2026.
How to contact Alisa Howry?
To contact Alisa Howry send an email to [email protected]. (updated on August 25, 2024)
What company does Alisa Howry work for?
Alisa Howry works for U.S. Bank
What is Alisa Howry's role at U.S. Bank?
Alisa Howry is Senior Investment Portfolio Manager at U.S. Bank Private Wealth Management
What is Alisa Howry's Phone Number?
Alisa Howry's phone (213) ***-*123
What industry does Alisa Howry work in?
Alisa Howry works in the Financial Services industry.
Alisa Howry Email Addresses
Alisa Howry Phone Numbers
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