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Board & Staff

Kathleen Medina

Kathleen Medina is a Vice President and Trust Administrator at The Private Bank. Ms. Medina works with a team of specialists in wealth planning, investments, risk management, fiduciary services, and banking in San Diego. As a Trust Officer, she manages a wide range of trust and estate matters in accordance with sound fiduciary principles. Ms. Medina has been in banking and trust administration for over 13 years. Her experience encompasses a wide range of fiduciary relationships, including testamentary, grantor trusts, managing agency and custodial arrangements, and various other types of trusts. Ms. Medina is a member of the North County Estate Planning Council and a Sustaining Member of the San Diego County Junior League Association. Ms. Medina serves on the CCS Corporate Partner Council and the CCS Tea & Tonic Initiative Committee.

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