Shirin Poustchi

Senior Vice President, Private Client Advisor

Professional Profile

Shirin Poustchi is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in San Diego. Using a holistic approach, she collaborates with a team of locally based US Trust specialist to customize Wealth Management strategies for her clients. Putting clients at the center of her focus she guides them through every aspect of Investment Management, Structured Credit, Philanthropy, Trust and Estate Planning as well as Succession Planning and Business Acquisitions.  
 

Shirin works to diligently deliver an exceptional client experience and provides all around guidance that goes above and beyond expectations. Taking the time to understand her client’s needs and priorities she finds it easy to build lasting relationships. 

 
Prior to joining US Trust, Shirin spent 18 years with Wells Fargo Bank where she ultimately worked as Vice President/Business Banking Relationship Manager. In her role she worked directly with business owners, C level Executives, and real estate investors to manage their business banking and credit needs. 

 
Shirin resides in San Diego with her husband Reza and daughters Star and Sophie. Having spent the last 30 years of her life in San Diego she can’t imagine living anywhere else and prides herself on being a San Diegan.

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

619.515.5634
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Stephen Ross

Portfolio Manager

619.515.5625

Holly Cannady Tapia

Senior Trust Officer

619.515.5549
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Ross Harter

Private Client Manager

619.515.5794

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.