Lisa Lyons
Lisa Lyons is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank, where she leads the development and stewardship of personalized investment strategies for high‑net‑worth individuals and families. She partners closely with clients to clarify goals, design tailored wealth strategies, implement customized solutions, and conduct ongoing reviews to help monitor progress over time. Drawing on deep experience across asset allocation, tax‑aware approaches, retirement planning, multigenerational wealth strategies, and coordinated banking and lending solutions, Lisa brings a disciplined, goals‑based and consultative approach to portfolio management. She guides clients through evolving market environments and works to ensure their long‑term financial plans remain aligned with their priorities and aspirations.
Before joining the Private Bank, Lisa worked in Lazard Asset Management’s Private Clients Group, where she was responsible for the trading and administration of investment portfolios.
She earned her B.A. in international relations, with a minor in business administration, from Boston University, and holds an M.B.A. from Fordham University with dual concentrations in finance and taxation. Lisa is also a CERTIFIED FINANCIAL PLANNER® professional.
Lisa does not provide tax advice in her role at Bank of America Private Bank.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
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 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 interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.