Lissa Silva

Senior Vice President, Private Client Advisor

Professional Profile

Lissa Silva is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in New York. Lissa provides tailored advice and guidance to individuals and families, helping them preserve, deploy, and transfer their wealth more effectively. Deeply connected to the clients she serves, Lissa develops long-term relationships that are squarely focused on the priorities and goals of each client. She spends significant time in discovery and ongoing dialogue, helping clients discern the purpose and meaning of their wealth so they can better optimize their financial lives and legacies. She also helps clients anticipate key decision points, enabling them to make informed decisions grounded in best practices and the unique dynamics that characterize each situation.

Lissa’s direct experience as an advisor and team leader allows her to connect clients to the resources and capabilities they need, enterprise wide. She offers a holistic perspective, examining both sides of the balance sheet for possible efficiencies, while remedying gaps. She also orchestrates the efforts U.S. Trust® specialists, directing cohesive strategies in multiple disciplines: investing, banking and lending, trust and estate planning services, and philanthropy. A natural problem-solver, Lissa enjoys making clients’ lives easier, helping them pursue their goals with poise and confidence. 

Prior to joining U.S. Trust, Lissa was a Senior Private Banker with Wells Fargo Private Bank, where she worked for more than four years. Previously, she spent seven years with M&T Bank, serving as a Team Leader in the Commercial Real Estate Finance Group. She has worked in financial services since 2003.

Lissa earned her Bachelor of Science degree in Economics from Universidade Lusíada of Oporto, Portugal, and is fluent in Portuguese.

Lissa lives in New York with her son.

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

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Vanessa T Perez

Private Client Manager

212.852.3039

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.