Update - New procedures for visiting reopened branches after June 1st.

Holiday Hours: GreenState offices will be closed on Monday May 25th in observance of Memorial Day.

Private Banking

GreenState Private Banking provides custom lending and deposit services specifically designed to help members capitalize on assets, manage their balance sheet, and maintain liquidity.

Wealth Management Private Banking

Chris Cassidy Photo

Chris Cassidy
Managing Director - Head of Wealth Management
(319) 358-5631

Seth Talbot Photo

Seth Talbot
Operations Director
(319) 358-5633

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. GreenState Wealth Management and Cambridge are not affiliated.

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