Ayse Ozkan

Senior Vice President, Private Client Advisor

Professional Profile

Ayse Ozkan is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in San Diego. Closely attuned to a client’s unique priorities, Ayse leads a team of locally-based U.S. Trust® specialists who work in concert to help develop tailored wealth structuring strategies for high and ultra high net worth individuals, family offices, institutions and foundations. She takes a multi- disciplinary approach, advising clients in the areas of trust and estate planning services, investment management, structured credit, private banking and philanthropy.

Proactive and resourceful by nature, Ayse connects clients to U.S. Trust’s broad range of resources, navigating its capabilities with relentless energy and resolve. She believes in robust communication, staying apprised of changing client circumstances in order to better address evolving needs. Ayse prides herself on building long-term relationships, catering to the distinctive priorities of multiple generations.

Prior to joining U.S. Trust, Ayse spent twenty years with Wells Fargo Bank, ultimately serving as Senior Private Banker and Senior Vice President in La Jolla. Her career also includes a tenure with Bank of Boston, where she was a Securities Trader and Credit Analyst in its Istanbul, Turkey, office. Ayse began her banking career in 1991 at Chemical Mitsui Bank in Istanbul.

Ayse earned her bachelor’s degree in Economics from Istanbul University. She completed the Personal Financial Planner Certificate Program at San Diego State University. She also attended Wharton School for Executive Education.

Ayse volunteers with Doors of Change PhotoCharity, a nonprofit dedicated to helping homeless youth. She previously served on the finance and grants committees for San Diego Women’s foundation.

 

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Brian A Gemmell

Private Client Manager

619.515.5671

Dawne Clark

Portfolio Manager

619.515.5634

Holly Cannady Tapia

Senior Trust Officer

619.515.5549
Advisor Image

Stephen Ross

Portfolio Manager

619.515.5625

Jacqueline L Parks

Wealth Strategies Advisor

619.515.5645

Key Contacts

Morgan Beth Gardner

503.795.6435

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.