Team move
Lisa Behun
Bank of America Private Bank → RBC Wealth Management
What changed
Left Bank of America Private Bank to join RBC Wealth Management's La Jolla branch as part of a $2B duo.
- Reported / discovered
- Sep 23, 2026
- Effective
- Not reported
- New role
- Financial Advisor and Managing Director
- Previous role
- Not reported
- Market
- La Jolla, CA
- Reported book
- $2B
- Reported team size
- 2 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
InvestmentNews ↗Sep 23, 2026 · Reporting
Private Wealth Daily ↗Sep 23, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled