John Benevides

Astute and Vibrant Leadership

John Benevides provides vision, strategic and operational leadership in service to clients across the Eastern Region of U.S. Bank Private Wealth Management. As East U.S. President, his responsibilities include delivering integrated wealth management services on behalf of high net worth clients and championing teams across the region as they engage with clients to help them work toward their goals. John leads teams servicing clients out of offices in Cincinnati, Cleveland, Columbus, Louisville, Naples, Nashville, New York and Palm Beach.

Philosophy

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.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. In Private Wealth Management, 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’s background includes more than 25 years of wealth management and financial services experience, including serving 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 serves the Cincinnati Contemporary Arts Center (CAC) as a trustee, finance committee member and exhibition art committee member. He is also a board member and chair of the advancement committee for the Sinai Hospital System in Chicago and 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 has been quoted in Barron’s, Financial Times, The 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