SVB Pvt appoints Tom Fekinger as head of Wealth Advisory West

Santa Clara, California., August 10, 2022 SVB Pvt., a number one supplier of personal banking, wealth planning and belief companies for the innovation economic system, at this time introduced that Tom Fekinger has joined as Head of Wealth Advisory West.

In his position, Fikinger will develop and handle non-public wealth advisory groups on the West Coast as they meet the wants of purchasers who profit from holistic planning, lending, investing and banking companies. He’s one in all three regional leaders main the wealth advisory enterprise together with Wealthy Jaffe, Head of Wealth Advisory NorthEast and Ro Mehrotra, Head of Wealth Advisory Central & South.

John Longley, Head of Non-public Financial institution, Wealth & Belief at SVB Pvt, mentioned, “The West Coast is undoubtedly an necessary geographic area the place we proceed to see innovation back and front, and immense wealth creation in parallel.” “We’re thrilled to have Tom to steer our private wealth advisors on this space. Along with his expertise main high-potential groups and a deep understanding of the wealth administration wants of traders and innovators, we’re trying ahead to serving to our purchasers with their wealth administration wants. Will proceed to develop right into a trusted companion at every stage of the distinctive monetary journey.

Fickinger brings greater than three many years of banking and wealth administration expertise to SVB Pvt, beforehand serving as President of the Northern California Area at BNY Mellon Wealth Administration, the place he has supplied funding administration, fiduciary companies, wealth and property planning. Had led groups answerable for, and personal banking companies for people, households, household workplaces and endowments and foundations. Fickinger additionally held key management roles at Merrill Lynch World Wealth Administration, together with main the agency’s Pacific Northwest division.

Ficker holds a BA from Penn State College and serves because the Capital Marketing campaign Chair for Jameson Humane in Napa, CA.

About SVB Pvt.
SVB Non-public supplies a full vary of wealth planning, belief, funding administration, banking and brokerage companies designed for the particular monetary wants of the entrepreneurs, executives and traders behind the world’s most progressive corporations. SVB Non-public is one in all SVB’s principal companies, together with Silicon Valley Financial institution, SVB Capital and SVB Securities. Study extra at

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Banking, lending, and belief services or products are supplied by Silicon Valley Financial institution, a California financial institution with powers of belief. Silicon Valley Financial institution is a member of the FDIC and the Federal Reserve System. Silicon Valley Financial institution is a subsidiary of Financial institution of California, of SVB Monetary Group (Nasdaq: SIVB).

SVB Wealth LLC (an SEC-registered funding advisor) supplies wealth administration companies. SVB Funding Providers Inc. (Member FINRA and SIPC) brokerage services and products. SVB Wealth LLC and SVB Funding Providers Inc. are each wholly owned, non-bank subsidiaries of Silicon Valley Financial institution.

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no financial institution assure

can lose worth

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