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. Using a holistic approach, she collaborates with a team of locally based specialists 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, Commercial and Residential Lending, Philanthropy Solutions, 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 Bank of America Private Bank, 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 banking and lending needs. 

Shirin resides in San Diego with her husband Reza and daughters Star and Sophie. She enjoys traveling, cooking, and spontaneous adventures. Having spent the last 32 years of her life in San Diego 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


Stephen Ross

Portfolio Manager


Holly Cannady Tapia

Senior Trust Officer


Eric Baggett

Wealth Strategies Advisor


Adrienne Schwartz

Private Client Manager


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


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.