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 svb.com/private-bank.

© 2022 SVB Monetary Group. All rights reserved. SVB, SVB Monetary Group, Silicon Valley Financial institution, SVB Securities, SVB Non-public, SVB Capital and Chevron Gadgets are emblems of SVB Monetary Group, used underneath license. Silicon Valley Financial institution is a member of the FDIC and the Federal Reserve System. Silicon Valley Financial institution is a subsidiary of SVB Monetary Group’s Financial institution of California. SVB Monetary Group (SVB) (Nasdaq: SIVB) is the holding firm for all enterprise models and teams. [SIVB-C]

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.

SVB Wealth LLC and/or SVB Funding Providers Inc. The funding merchandise supplied by are:

Not FDIC Insured

no financial institution assure

can lose worth

Not all merchandise/companies are supplied by all consultants or registered representatives. None of Silicon Valley Financial institution, SVB Wealth LLC, SVB Funding Providers Inc., or any of their affiliated associates supplies authorized recommendation. Property planning requires authorized help. Please seek the advice of your authorized advisors for such steering.

All loans are topic to underwriting, credit score and collateral approval. Financing is obtainable and varies by state. Restrictions might apply. All info contained herein is for informational functions solely and no ensures are expressed or implied. Charges, phrases, schedules and underwriting insurance policies are topic to vary with out discover. This isn’t a dedication to lend. phrases and Circumstances apply. NMLSR ID 442029.



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