Lisa M Behun

Senior Vice President, Private Client Advisor

Professional Profile

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 your needs, providing guidance and coordinating with the appropriate professionals within U.S. Trust and Bank of America and its affiliates to support your 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, participating in the development of a captive insurance company and serving with the Minnesota Bankers Association, Lisa came to San Diego to join the marine industry.  Lisa graduated Summa Cum Laude from the University of North Dakota with a Bachelor of Science in Business Administration.

Lisa particpates in her community as a board member of the San Diego Symphony and the Carlsbad Educational 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

Dawne Clark

Portfolio Manager


Holly Cannady Tapia

Senior Trust Officer


Thomas M Fink

Senior Trust Officer

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Stephen Ross

Portfolio Manager


Eric Baggett

Wealth Strategies Advisor


James (Zack) Z Weismann

Portfolio Manager

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Michael Valentini

Portfolio Manager

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Ross Harter

Private Client Manager


Key Contacts

Amy Churchwell


Julio A Rojas


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


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.