SVB WEALTH LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 172832). Regulatory assets under management: $3.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other.
Showing 25 of 50 people.
| Name | Role | Location |
|---|---|---|
| Brown W Cannon | DIRECTOR | Denver, CO |
| Michael Christopher Wilson | WEALTH MANAGEMENT EXECUTIVE | — |
| Michael Lee Longest | CHIEF FINANCIAL OFFICER | — |
| Brent Ciliano | CHIEF INVESTMENT OFFICER | — |
| David Lee Biliter | PRESIDENT | — |
| Mark Stephen Marrone | CHIEF COMPLIANCE OFFICER | — |
| Eraine Johnson Parker | INTERIM CHIEF COMPLIANCE OFFICER | — |
| Thomas Bittenbender Harps | INTERIM CHIEF COMPLIANCE OFFICER | — |
| WILSON CHRISTOPHER | WEALTH MANAGEMENT EXECUTIVE | — |
| DANIELS SHARON ANNE | CHIEF OPERATING OFFICER; EXECUTIVE MANAGING DIRECTOR | — |
| MCCARRON JAMES DENNIS | CHIEF COMPLIANCE OFFICER | — |
| RAIMONDI PETER JOHN | CHIEF EXECUTIVE OFFICER, DIRECTOR; DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER; PRESIDENT AND DIRECTOR | — |
| GRIFFIN COREY ANTHONY | CHIEF EXECUTIVE OFFICER AND DIRECTOR; CHIEF OPERATING OFFICER | — |
| HARPS THOMAS BITTENBENDER | INTERIM CHIEF COMPLIANCE OFFICER | — |
| SCHWARTZ WALTER GEORGE | DIRECTOR | — |
| PARKER ROBERT JOHN | CHIEF ADMINISTRATIVE OFFICER; EXECUTIVE MANAGING DIRECTOR OF OPERATIONS | — |
| LONDON LAURI BETH | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| DEUTSCH CLAYTON GEORGE | CHAIRMAN OF THE BOARD; DIRECTOR | — |
| ROSS ROBERT KARL | CHIEF COMPLIANCE OFFICER | — |
| TYLANDER PATRICK E | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND TREASURER; TREASURER | — |
| WOODSON WILLIAM IRVIN | PRESIDENT, KLS | — |
| MANNING REED THOMAS | CHIEF INVESTMENT OFFICER | — |
| KAYE DAVID J | DIRECTOR | — |
| ANDERSON KENNETH | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER (+2 more) | — |
| DELL'ORFANO SCOTT | CHIEF OPERATING OFFICER; CHIEF STRATEGIC OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |