Presenter

Lynne Pantalena

Managing Director, U.S. Trust

Lynne L. Pantalena is a managing director and wealth planning solutions executive at U.S. Trust, Bank of America Private Wealth Management.  In this role, Lynne leads the central division’s wealth strategists in developing planning strategies for U.S. Trust clients. These professionals consult with clients to develop customized approaches for diverse needs, including tax and estate planning services, business succession, pre- and post-liquidity event strategies, family wealth education, and philanthropy. They also coordinate the involvement of other professionals from investment, fiduciary and banking disciplines, as needed, to help address the unique needs of each client.  Previously, Lynne was the northeastern regional executive for the Private Bank of Bank of America. Prior to joining Bank of America, Lynne was an attorney in a private practice. Lynne earned her B.S. in Human Services from New Hampshire College, her M.P.A. from New York University, her J.D. from Quinnipiac University and LL.M. from Boston University.  She is a member of the Connecticut and Chicago Bar Associations. She is also a member of the board of the Chicago Finance Exchange and the planned giving advisory board of the Lyric Opera of Chicago. She has served as a Trustee of the LaRabida Children’s Hospital on Chicago’s South Side, as treasurer of Watershed Center for the Arts and president of the Guilford Arts Center. Lynne does not provide legal advice in her role at U.S. Trust.

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