Lisa Pena

Senior Vice President, Private Client Advisor

Professional Profile

Lisa Peña is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Los Angeles, California. In addition to having a thoughtful understanding of the needs of high-net-worth individuals, she draws on her years of experience in the real estate industry to help real estate investors diversify their balance sheets and investment portfolios. As the lead relationship manager, Lisa orchestrates the efforts of a team of specialists who have in-depth insight with respect to investment management, wealth structuring, trust and estate planning services, sophisticated banking and lending solutions, and philanthropic opportunities. 

An integral part of Lisa’s approach is to provide business owners with strategic advice and guidance on such issues as growing their business, realizing its value through a sale and maintaining family ownership. She is committed to guiding wealth management strategies designed to capitalize on the financial success of a business help achieve their specific objectives. Lisa also offers insight to assist professional athletes address the financial challenges that may arise during various stages of their career.

Lisa began her career with Bank of America in 2011 as a small business banker in Manhattan Beach, and joined the Private Bank (formerly U.S. Trust) in 2015. Previously, she served as a commercial loan officer with Wells Fargo, and a commercial multi-family lender with Washington Mutual. Her extensive background spans more than 25 years 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. She earned her Bachelor’s degree from the College of Charleston. 

Lisa and her husband live in Manhattan Beach with their two daughters. She is passionate about advocating school safety in the Manhattan Beach School District.

Key Contacts

Deeanna Chock

Private Client Manager II

213.861.5112

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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.