June Lundy

Senior Portfolio Manager, Senior Vice President

About June Lundy

June L. Lundy is Senior Vice President and Senior Portfolio Manager at Cypress Bank & Trust, bringing more than 30 years of experience in the financial services industry with a specialized focus on trust and fiduciary investmentportfolio management. She has built a reputation for delivering disciplined investment management, personalized service, and sound fiduciary stewardship. Her extensive expertise includes portfolio construction, asset allocation, investment policy development,and risk management, all guided by a commitment to preserving and growing client wealth. June earned a Bachelor of Science in Business Administration from the University of Florida and is a graduate of Florida Trust School. She is an active member of the EstatePlanning Council of Northeast Florida, the Planned Giving Council of Northeast Florida, and the University of Florida Network of Advisors, and serves on the boards of several philanthropic organizations throughout the community.

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