Lisa Mittelman is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank (formerly U.S. Trust) in Philadelphia, Pennsylvania. Lisa began her career at Bank of America in 2014. Prior to her position in Philadelphia, Lisa worked as a Trust Officer with the U.S. Trust Company of Delaware for four years. She works with clients to help identify their primary goals and needs, with a focus on trust administration and estate planning. Lisa and her team of professionals provide guidance in investment management, wealth transfer, trust and estate planning, as well as addressing the unique needs of each client.
Lisa has worked in the financial services industry since 1999. Prior to joining Bank of America, she served as a Senior Trust Officer at both Wells Fargo Bank, N.A. and PNC Bank, N.A., helping give her experience and insight into the wealth management needs of high-net-worth individuals and families. She also previously worked as a public and private financial accountant with Deloitte, PricewaterhouseCoopers and the Berwind Corporation.
Lisa obtained a Bachelor of Science degree in accounting, with a minor in history, from Pennsylvania State University and a Juris Doctor from Villanova Law School. However Lisa does not provide legal advice or tax services in her role at Bank of America.
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 familieis, 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 making your goals our priotity. 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.