SVB Wealth

Jennifer Stoody is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 license and 21 years of industry experience. Her career includes roles at Wells Fargo Advisors, Wells Fargo Bank, JMS Advisory Services, and her current positions at First Citizens Asset Management and SVB Wealth. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm’s approach combines client goal assessments with risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and access to integrated banking resources through its affiliation with a bank holding company.

Mahshid Kamali is a financial advisor at SVB Wealth with Series 63 and Series 65 credentials and two years of industry experience. She has worked at SVB Wealth since 2015 and also serves as a Client Service Specialist at First Citizens Bank & Trust, the parent company of SVB Wealth. SVB Wealth LLC serves a broad range of clients including individuals, trusts, estates, charitable organizations, foundations, family offices, corporations, and retirement plans. The firm provides wealth management, portfolio management, financial planning, and retirement plan advisory services using fundamental, quantitative, and technical analysis along with a formal due-diligence process for manager selection.

Judy Han is a financial advisor at SVB Wealth with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various SVB entities since 2011, as well as at First Citizens Investor Services since 2023. Han serves as Managing Director - Client Service, providing wealth management advice to private bank and wealth clients. SVB Wealth LLC serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, employing fundamental, quantitative, and technical analysis along with a formal due-diligence process for manager selection.

Matthew Giuttari is a financial advisor at SVB Wealth with Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Silicon Valley Bank/Boston Private Bank & Trust Co., First Citizens Investor Services, and RI State Government. He also has experience working in educational institutions such as Connecticut College and The Loomis Chaffee School. SVB Wealth serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and maintains operational ties to First Citizens Bank & Trust Company.

Timothy Davis is a CFP® with eight years of industry experience currently affiliated with SVB Wealth LLC. He has worked across multiple related entities, including First Citizens Investor Services and Silicon Valley Bank. SVB Wealth LLC serves a diverse client base, including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and maintains a formal due-diligence process for manager selection, with notable ties to First Citizens Bank.

Donna Rose is a financial advisor at SVB Wealth with five years of industry experience. She holds a Series 65 credential and has worked at firms including Cambridge Associates, Silicon Valley Bank, and First Citizens Bank. SVB Wealth serves a diverse client base ranging from individual investors to family offices and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis within a formal due-diligence framework and provides both discretionary and non-discretionary investment solutions.

Mary Kade is a financial advisor at SVB Wealth with one year of industry experience. She holds a Series 65 designation and has worked at SVB Wealth since 2024. Her prior experience includes roles at SVB Private, Boston Private, and KLS dating back to 2013. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment products and a formal due-diligence process for manager selection.

Bryce Larson is a financial advisor at SVB Wealth with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group and Silicon Valley Bank. He serves as Vice President I in PBWM Portfolio Management at SVB Wealth. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and a formal due-diligence process.

Patricia Macdonald is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at First Republic Bank for 20 years and currently serves as a private banker with SVB Wealth and First Citizens Asset Management. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client-focused approach combining risk- and outcomes-based asset allocation, discretionary or non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

Stephen Mergler is a financial advisor with SVB Wealth LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Boston Private Wealth LLC from 2014 to 2022 before joining SVB Wealth. SVB Wealth LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, foundations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using fundamental, quantitative, and technical analysis alongside a formal due-diligence process for manager selection.

Thomas Lifson is a financial advisor at SVB Wealth with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup and Jefferies LLC. Outside of his advisory role, he serves as an unofficial advisor on balance sheet and cash management for MedKal Health Ltd., a biotechnology startup based in Scotland. SVB Wealth serves a diverse client base including individuals, trusts, foundations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and maintains a formal due-diligence process for manager selection.

Maximilian Ortiz is a financial advisor at SVB Wealth with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Hall Capital Partners, and Silicon Valley Bank. Ortiz serves as a Relationship Manager at SVB Wealth, providing wealth management advice to clients. SVB Wealth LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, using fundamental, quantitative, and technical analysis along with a formal due-diligence process for manager selection.

Mary Clare Bohn is a financial advisor at SVB Wealth with one year of industry experience. She holds a Series 65 designation and has previously worked at SVB Private, a division of Silicon Valley Bank, and KLS Professional Advisors Group. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies and maintaining a formal due-diligence process for manager selection.

Arend Warmerdam is a financial advisor at SVB Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments, Whittier Trust Company, and Silicon Valley Bank. Outside of his advisory role, he manages a small family farm business and serves on the boards of several nonprofit organizations focused on youth sports and education. SVB Wealth serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, employing a combination of fundamental, quantitative, and technical analysis with a formal due diligence process for manager selection.

James Carson III is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential and 15 years of industry experience. His career includes roles at SVB Wealth, First Citizens Asset Management, and Truist Investment Services. Outside of his advisory work, he owns Rusty's Rods LLC, a business that designs and sells custom fishing rods. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, and business entities. The firm offers portfolio management through wrap programs and automated platforms, employing risk- and outcomes-based asset allocation, and benefits from its affiliation with a bank holding company, which integrates banking resources and referral relationships.