Silicon Private Wealth, LLC

Patricia Williams is a CFP® with 38 years of industry experience and is currently a principal at Silicon Private Wealth, LLC. She has worked at Purshe Kaplan Sterling Investments since 2016, serving as a registered representative and insurance agent where she performs insurance reviews and discusses variable annuities with clients. Silicon Private Wealth is a registered investment adviser serving individual and high-net-worth clients with portfolio management, financial planning, and third-party adviser selection. The firm employs a range of analytical approaches and both discretionary and non-discretionary strategies, managing a significant portion of assets on a non-discretionary basis with documented allocation policies.

Peter Verbica is a CFP® professional with 19 years of industry experience, currently serving at Silicon Private Wealth, LLC since 2020. His prior experience includes roles at Viant Capital, LLC, Bank of America, and Merrill Lynch. Outside of advising, he is the founder of SPYRA Beauty, Inc., a technology-driven beauty and cosmetic application company, and serves as chairman of the Santa Cruz County Republican Central Committee. He is also a candidate for U.S. Congress, CD19. Silicon Private Wealth is a registered investment adviser that primarily serves individual and high-net-worth clients through portfolio management, financial planning, and third-party adviser selection. The firm employs a combination of analytical approaches and implements a range of investment strategies, offering both discretionary and non-discretionary management tailored to client objectives.

Calum Cunningham is a financial advisor at Silicon Private Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Silicon Private Wealth since 2016, as well as Purshe Kaplan Sterling Investments and Viant Capital, LLC. Silicon Private Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and the selection of third-party advisers. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, implementing both long- and short-term strategies tailored to client objectives.

Scott Smith is a financial advisor with Silicon Private Wealth, LLC in Fremont, CA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Dresner Investment Services, Inc., Viant Ventures One, LLC, and Viant Capital LLC. Outside of his advisory role, Smith serves as a director for PUENTE-INTERNATIONAL, a tequila and mescal producer, and Microshares, Inc., an IT-cloud software company. Silicon Private Wealth is a registered investment adviser that serves individual and high-net-worth clients by providing portfolio management, financial planning, and third-party adviser selection. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, implementing both long- and short-term strategies with discretionary and non-discretionary management options.