Shirin Poustchi

Senior Vice President, Private Client Advisor

Professional Profile

Shirin Poustchi is a Senior Vice President 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 families, individuals and business owners. 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 the team can tailor strategies for investment management, philanthropy, business succession and liquidity event planning. They also offer private banking and structured credit solutions, as well as trust and estate planning services.

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. She is committed to always exceeding her clients’ expectations by putting their best interests first. Her goal is to build lasting relationships by working diligently and proactively on each 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 them to manage their business banking and credit needs. She started her financial career at Wells Fargo in 2000.  

A proud San Diegan for more than 30 years, Shirin resides in Rancho Bernardo with her husband, Reza, and their daughters, Star and Sophie. She enjoys traveling, cooking and spontaneous adventures.  Shirin was born in Iran and speaks Farsi as well as English.   

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

Stephen Ross

Portfolio Manager

619.515.5625

Holly Cannady Tapia

Senior Trust Officer

619.515.5549

Eric Baggett

Wealth Strategies Advisor

619.515.5645

Adrienne Schwartz

Private Client Manager

619.515.5858

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.