Premium Wine Banking
Harness our long-standing relationship with the industry
Concentrate on the business of growing grapes and making wine while our team crafts specialized banking solutions designed to help your growing brand.
- Vineyard acquisition and development
- Re-planting/redevelopment
- General working capital and seasonal crop lines of credit
- Long-term real estate purchases
- Equipment loans and debt restructuring
- Deposit and cash management
- Foreign exchange services2
- Business credit cards
Access our network of innovative organizations and develop relationships that transcend the wine industry.
- Winemaker dinners & events
- Corporate gifting
- Auction events
- Wine country concierge services
- Wine education tasting
- Monthly wine specials
Providing powerful tools to help you run your business.
- Access to insights from our ecosystem
- Our annual State of the US Wine Industry Reports
- Direct to consumer market comparative data
- Peer group benchmarking analysis
We view ourselves as active participants in the vintner community and strive to make a difference with various initiatives, such as:
- Membership in numerous vintner and growers' associations throughout California and the Pacific Northwest
- Industry thought leadership research
- Sponsorship of keystone industry events
Over $4 Billion in loans extended to our premium wine banking clients for 30 years
Rob McMillan
EVP & Founder
Backed by decades of experience and research, Rob is passionate in providing insights through his writing, as well as strategy to vintners.
Greg Gregory
Brand Ambassador (All Regions)
Greg uses his extensive wine industry experiences to facilitate partnerships between leading wine producers and visionaries in the innovation economy.
Nick Wolfe
Managing Director (Sonoma, Oregon & Washington)
Nick’s a former winemaker turned wine banker. He loves leveraging his passion for wine and expertise in finance to support vintners as they pursue their goals.
Marshall Graves
Managing Director (Napa)
Marshall's love for the wine industry, coupled with his 18 years of banking experience in various markets and an Executive MBA in Wine Business, uniquely position him to be an asset to his partners in the wine industry.
Rob Walker
Managing Director (Sonoma & Central Coast)
Rob thrives on using his extensive background in business to help clients achieve their goals. Rob’s experience spans across the wine regions in CA, OR and WA.
Mark Freund
Managing Director (Napa and Pacific Northwest)
Mark combines 30+ years of banking experience with his deep understanding of the wine industry to help aid his clients’ pursuit of success in this highly challenging industry.
Jed Taborski
Head of Wine Division
Jed has spent more than 20 years helping families and businesses achieve their goals. By leading the Wine division, Jed strives to increase the success trajectory of our clients through tailoring financial solutions and strategies to each winery, vineyard, and vintner family's unique needs.