Eric Housman

Eric Housman Affiliate IA Executive, North Carolina Private Bank Team View Bio

At Fifth Third Private Bank North Carolina, our team of professionals is focused on more than getting to know your financial objectives—we're focused on getting to know you, too.

Understanding your situation and values is key to creating a wealth management plan that addresses your unique needs. Our comprehensive list of wealth management solutions includes investment management, wealth planning, private banking, risk management, and trust and estate services. We also work seamlessly with your outside advisors, such as your attorney and accountant, so you receive a fully integrated program focused solely on what's right for you.

We invite you to meet our team members and learn more about how Fifth Third Private Bank can help you. Explore the positions listed below or call us at 704-808-5002 to get started.

View Private Bank Advisor Role Descriptions
  • Wealth Management Advisor - Serves as your coordinator and consultant in all matters of wealth management. Collaborates closely with a team of Fifth Third specialists to identify and deliver the investment solutions that best fit your objectives.
  • Private Banker - Help manage your portfolio and provides deposit and lending guidance. Works with professionals throughout our various services departments to ensure all of your financial needs are addressed.
  • Portfolio Manager - Assists in the development of your personal investment policy guidelines. Makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
  • Wealth Planner - Serves as Wealth Planning resource for client relationships. Provides professional consulting services and solutions through the development, delivery and implementation of all facets of wealth planning including matters of estate, tax, insurance, investments and retirement.
  • Trust Officer - Serves as a relationship manager and fiduciary advisor for trust administration and estate planning. Acts impartially in managing and distributing your trust property, while keeping the interests of you and your beneficiaries at the forefront.
  • Private Bank Investment Executive - Partners with a Wealth Management Advisor to provide brokerage and investment management services. Develops investment strategies and provides ongoing adjustments to keep your financial objectives on track.
  • Insurance Specialist - Works with you and your Wealth Management Advisor to help choose the type and level of insurance protection that is right for you, your family and your business.

WEALTH PLANNERS

Dan Schlesing
Senior Wealth Planner

704-688-4529  •  Email Me   •  View Bio
John Stout
Senior Wealth Planner

704-965-8944  •  Email Me   •  View Bio

WEALTH MANAGEMENT ADVISORS

Jeff Cashin
Wealth Management Advisor

(919) 573-1991  •  Email Me   •  View Bio
Michael Holland
Wealth Management Advisor

7046884317  •  Email Me   •  View Bio
Kimberly Lawrence
Wealth Management Advisor

704-808-5185  •  Email Me   •  View Bio
Todd Mortimer
Wealth Management Advisor

704-808-5009  •  Email Me   •  View Bio
Lori Taylor
Wealth Management Advisor

(919) 573-7818  •  Email Me   •  View Bio
Frederick Turner
Wealth Management Advisor

336-252-5785  •  Email Me   •  View Bio

PORTFOLIO MANAGERS

Bryan Cassetta
Senior Portfolio Manager

336-686-5362  •  Email Me   •  View Bio
Robert Hounshell
Senior Portfolio Manager

919-573-1908  •  Email Me   •  View Bio
Kurt King
Portfolio Manager

704-808-5078  •  Email Me   •  View Bio
Matt Wedding
Director of Regional Portfolio Management

704-808-5142  •  Email Me   •  View Bio
Holly Withers
Senior Portfolio Manager

704-625-4073  •  Email Me   •  View Bio

TRUST OFFICERS

Lauren Herrmann
Senior Trust Officer

704-264-2089  •  Email Me   •  View Bio
Frank Rhodarmer
Senior Trust Officer

(704) 688-1166  •  Email Me   •  View Bio
David Rihtarchik
Senior Trust Officer

919-573-7807  •  Email Me   •  View Bio
Royce Weisner
Senior Trust Officer

3362525809  •  Email Me   •  View Bio

PRIVATE BANKERS

Lori Crowder
Private Banker

704-688-5175  •  Email Me   •  View Bio
Brian Smith
Private Banker

336-252-5830  •  Email Me   •  View Bio
Trenton Whalen
Private Banker

7046884830  •  Email Me   •  View Bio