Nick Mosaquites, senior vice president and private wealth advisor for U.S. Bank Private Wealth Management, manages a team of specialists who use an integrated approach to provide wealth management services to high-net-worth families. Based in the U.S. Bank Los Angeles office, Nick and his team advise primarily senior level executives and founders of private and public companies who have experienced life-changing liquidity events.
“We are able to look at taxes, investments, risk management and balance sheet assets, and integrate them in order to create a balance sheet direction or strategy,” Nick said.
Nick began his career 13 years ago with The Citi Family Office at Smith Barney, working with families with complex wealth management needs. In 2019, he joined U.S. Bank, the fifth-largest bank in the country. Nick says one of the things he values most about working for U.S. Bank is the fact that teams across the company collaborate to meet clients’ day-to-day banking needs, and to provide financial products and services.
“Our team is proud to partner with our colleagues to ensure clients have a seamless experience from one part of the bank to the next,” Nick said.
Having worked with high-net-worth families with taxable estates for the majority of his career, Nick views himself as both a leader and a team member.
“I am the quarterback for the relationship, and I have to know how to play well in the sandbox with others,” he added.
Outside of his career, Nick dedicates a large portion of his time to working with Five Acres in Altadena, California, a non-profit organization that helps children in foster families find permanent homes.
Senior Vice President, Private Wealth Advisor — U.S. Bank Private Wealth Management
Los Angeles, CA