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
chriscassidy@greenstatewm.org
(319) 358-5631

Seth Talbot Photo

Seth Talbot
Operations Director
sethtalbot@greenstatewm.org
(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.


FINRA's BrokerCheck

Non-deposit investment products are not FDIC or NCUA insured, are not guaranteed by the bank/financial institution, are not obligations of the bank/financial institution, and are subject to risks, including possible loss of the principal investment.