Qun Xu

Senior Vice President, Private Client Advisor

Professional Profile

Qun Xu is a Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management in San Diego, CA.  Qun has over a decade of experience in financing and advising both early stage startup companies to large corporations.   

She leads a team of US Trust specialists who work in concert to design and implement tailored financial strategies for business owners, entrepreneurs and wealthy individuals in the areas of private banking,  investment & cash management, trust and estate planning, structured lending and philanthropy.  

Prior to joining U.S. Trust, Qun served as Vice President of Finance at Clarify Medical, a medical device startup company. She oversaw all financial aspects of the business and led the company’s series 2 and series A financing.  Qun also held several key positions at Sempra Energy, a diversified energy company, in Corporate Development, Risk Management, and Front-office operations/commodities trading.  

Qun earned her Master of Art degree in Economics and Bachelor of Science degree in Management Science at University of California, San Diego (UCSD) where she graduated #1 in her major for her undergraduate studies.  She also holds Chartered Financial Analyst (CFA®) designation, which is awarded by the globally recognized CFA Institute ™. 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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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.