Shirin Poustchi is a Managing Director and Private Client Advisor with Bank of America Private Bank in San Diego, California. Shirin takes a collaborative approach to wealth management for high-and ultra-high-net-worth clients, including individuals, families, and next generations. She leads an experienced team of locally based specialists who focus on designing and delivering customized strategies based on each client’s unique financial needs. Shirin and her team can tailor strategies for investment management, liquidity events, trust an and estate planning. They also offer private banking, customized structured credit including CRE and residential, aviation, yacht, art and hedge fund lending.
Shirin takes the time to understand each client’s wealth management priorities, leveraging services available through the Bank of America enterprise to help them pursue their financial and legacy goals. Her goal is to build lasting relationships by working diligently and proactively on her client’s behalf.
Prior to joining the Private Bank (formerly U.S. Trust) in 2018, Shirin was a Vice President and Business Banking Relationship Manager at Wells Fargo Bank. In that role she worked directly with business owners, C-level executives and real estate investors, helping manage their business banking, treasury management and lending needs. She started her financial career at Wells Fargo in 2000
She is an inaugural member of Bank of America’s Women’s Empowerment Network. A proud San Diegan for more than 37 years, Shirin enjoys traveling, cooking, and spending time with her family. Shirin was born in Iran and speaks Farsi as well as English.