Lisa Pena

Vice President, Private Client Advisor

Professional Profile

Lisa Peña is a Vice President and Private Client Adviosr with U.S. Trust, Bank of America Private Wealth Management, in Los Angeles. Lisa works closely with individuals and families to help discern and address a range of wealth management needs. She is particularly attuned to the intersection of clients’ personal and professional finances, taking a proactive approach to helping clients grow, preserve and transfer wealth effectively. Her experience in banking, real estate, and film helps her anticipate distinctive client needs, channeling the resources and capabilities of the bank to help devise tailored offerings and timely guidance.


As the lead relationship manager, Lisa orchestrates the efforts of a team of U.S. Trust® specialists who have in-depth insight in critical areas: investment management, wealth strategy, trust and estate planning services, banking and lending, and philanthropy.
Lisa began her Bank of America career in 2011 as a Small Business Banker in Manhattan Beach. Previously, she served as a Premier Banker and a Commercial Lending Officer with Wells Fargo, and as a Commercial Multi-family Lender with Washington Mutual. She has an extensive background in real estate, having served as a Commercial Real Estate Broker for residential and commercial clients.

Lisa began her career in the film industry as an Assistant Director and Production Assistant in Los Angeles.
Lisa earned her undergraduate degree from the College of Charleston. She also actively supports the Manhattan Beach School District.

Key Contacts

DeeAnna Chock

Private Client Manager II

213.861.5112

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.