Login Assistance

Need online access?

Astute and Vibrant Leadership

John Benevides, CPWA, East Region President, Cincinnati

Philosophy

John Benevides provides vision, strategic and operational leadership in service to clients across the Eastern Region of The Private Client Reserve of U.S. Bank. As East Region President, his responsibilities include delivering integrated wealth management services on behalf of the bank’s high net worth clients and championing teams across the region as they engage with clients to help them work toward their goals.

John believes that a genuine personal interest, passion and unyielding commitment are cornerstones of a vibrant and trusted relationship. This professional philosophy and secret to success comes to life in his approach to guiding families and individuals who seek assistance in managing investments, philanthropic activities, estate and planning opportunities.

“I am deeply committed to building relationships in an atmosphere of trust,” he says. “This requires substantive energy, continued engagement and collaboration among teams and a purposeful approach to always do the right thing. At The Private Client Reserve, the integrity of leadership, the culture of the firm, the non-product orientation of advice and the focus on serving clients first is a rare combination in today’s marketplace.”

John leads The Reserve’s team servicing clients out of offices in Cincinnati, Cleveland, Columbus, Louisville, Naples, Nashville, New York and Palm Beach.

John’s background includes more than 25 years of wealth management and financial services experience, most recently as president and CEO of CTC myCFO, an integrated wealth management provider and a subsidiary of the Bank of Montreal. He also directed the activities of BMO Delaware Trust Company and led the ultra-high-net-worth activities of BMO Harris Private Bank. Prior to that, he was co-owner and president of Family Office Exchange, where he guided the firm’s strategy, drove its growth and built out its differentiation in strategic research for wealthy families. John previously served as managing director of Financial Services for the publicly traded Corporate Executive Board (CEB).

Education and community involvement

John earned both his Master of Business Administration and Master of Science in finance degrees from Johns Hopkins University. He holds a Bachelor of Science degree in psychology and economics from the University of Maryland. John is a Certified Private Wealth Advisor®.

John recently joined the Cincinnati Contemporary Arts Center (CAC) as a trustee, and he is a board member, finance committee member and chair of the advancement committee for the Sinai Hospital System. He is also a former chairman and executive committee member for the YPO / WPO’s Global Family Business Network.

He is often tapped as a featured speaker and presenter at industry events, and he has been quoted in Barron’s, Financial Times, Wall Street Journal, Family Wealth Report, Private Wealth and Investment News, among others.

Additional Resources
East Region Market Leaders

John Benevides, CPWA, East Region President, Cincinnati

513.632.2550   |   john.benevides@usbank.com


Reserve Magazine

Important Disclosures

   

Investment products and services are:
        Not a deposit  •  Not FDIC insured  •  May lose value    
Not bank guaranteed   
Not insured by any Federal Government Agency
  

Equal Housing  Lender Equal Housing Lender. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products offered by U.S. Bank National Association. Member FDIC.

U.S. Bank and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Investors should consult their tax and/or legal advisor for advice and information concerning their particular situation.