Ayse Ozkan

Senior Vice President, Private Client Advisor

Professional Profile

Ayse Ozkan is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in San Diego, California. She is committed to building long-term relationships with ultra-high-net-worth clients, including multigenerational families and business owners as well as family offices, institutions and foundations. Ayse leads a team of locally based specialists centered on each client’s distinct wealth management priorities. She takes a proactive approach, navigating the Private Bank to connect clients with a broad range of resources and capabilities.  

Together with her multidisciplinary team, Ayse can offer strategies for investment management, philanthropy and business succession planning; trust and estate planning services; and structured credit solutions. She believes in robust communication, staying apprised of changing client circumstances to better address evolving wealth management needs.

Ayse joined the Private Bank (formerly U.S. Trust) in 2015 with 20 years of experience at Wells Fargo, ultimately as a senior private banker in La Jolla, California. Earlier, she was a securities trader and credit analyst at Bank of Boston in Istanbul, Turkey. She graduated from Istanbul University with a Bachelor’s degree in economics.

Ayse completed the Personal Financial Planner Certificate Program at San Diego State University and attended Wharton School for Executive Education. She holds the Certified Exit Planning Advisor (CEPA®) designation.

In the community, Ayse serves on the board of the La Jolla Playhouse and volunteers with Doors of Change PhotoCharity, a nonprofit organization that assists homeless youth. 

 

 

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

Brian A Gemmell

Private Client Manager

619.515.5671

Dawne Clark

Portfolio Manager

619.515.5634

Holly Cannady Tapia

Senior Trust Officer

619.515.5549

Stephen Ross

Portfolio Manager

619.515.5625

Eric Baggett

Wealth Strategies Advisor

619.515.5645

Key Contacts

Raseca Eustaquio

Private Banking Associate II

619.515.7175

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

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, 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 Bank of America Private Bank, 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.