Lisa Behun

Lisa Behun is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. Lisa is responsible for identifying customer needs, providing guidance and coordinating with the appropriate professionals within U.S. Trust and Bank of America and its affiliates to support customers’ overall wealth management strategy. Lisa joined U.S. Trust in 2007 with 10 years of experience in private finance. After owning and operating an E & S brokerage firm in Minneapolis, developing a captive insurance company and serving with the Minnesota Bankers Association, Lisa came to San Diego to join the marine industry in yacht sales and financing. In 2007 U.S. Trust was acquired by Bank of America and Lisa accepted the position of Private Client Manager working directly with high net worth and ultra-high net worth individuals in San Diego. Lisa Behun graduated Summa Cum Laude from the University of North Dakota with a Bachelor of Science in Business Administration.