Alexsandro Ingargiola is a financial advisor with First Citizens Investor Services, Inc. based in New York, NY. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior roles include positions at First Republic Bank and First Republic Securities Company, LLC. He is also involved with SVB Wealth, an affiliated investment advisory firm, where he meets with clients to discuss investment capabilities. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a mix of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware services. Its affiliation with a bank holding company offers integrated banking resources and operational relationships that distinguish it from many independent RIAs.

Nancy Perez is a CFA® charterholder with 43 years of industry experience. She has been with Boston Private Wealth LLC since 2014 and is currently affiliated with SVB Wealth in Palm Beach Gardens, FL. 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 fundamental, quantitative, and technical analysis, with both discretionary and non-discretionary investment options.

Olga De Value is a CFP® professional with 38 years of experience in the financial services industry. She is currently with SVB Wealth and holds a client service role at First Citizens Bank & Trust, the firm's parent company. Her prior experience includes positions at Boston Private Wealth LLC, Pruco Securities, LLC, The Prudential Insurance Company of America, and Mass Mutual Investors Services. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, financial planning, and portfolio management services. The firm uses a due diligence process to select third-party managers and combines fundamental, quantitative, and technical analysis to oversee client account management.

Dimitrina Atanasova is a private wealth advisor at SVB Wealth LLC in Boston, MA, with six years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Prior to joining SVB Wealth, Dimitrina worked at firms including Merrill and Santander Bank. Outside of her advisory role, she has worked as a restaurant server at Rock Harbor Grill since 2013. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Marc Tabah is a financial advisor at SVB Wealth with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Forester Capital and Lazard Asset Management. SVB Wealth serves a range of clients including individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs due diligence and investment committee oversight for manager selection and allocates investment strategies across discretionary and non-discretionary accounts.

Timothy Nugent is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with SVB Wealth and has previously worked at First Citizens Bank, Fidelity, Truist Investment Services, and Wells Fargo Clearing. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank.

Michael Conway is a financial advisor with SVB Wealth LLC, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His career includes roles at Silicon Valley Bank, Boston Private Wealth LLC, and Merrill, with continuous tenure at SVB Wealth and affiliated entities since 2017. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Dwight Mathis is a Certified Financial Planner (CFP®) with 28 years of experience in the financial services industry. He is currently with SVB Wealth and has previous experience at Merrill and Suntrust Advisory Services. Mathis serves on the boards of the Brookline High School Innovation Fund and the Brookline Education Foundation, both nonprofit organizations focused on education. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and institutional clients. The firm utilizes a due diligence process for selecting third-party managers and is a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Jennifer Heeren is a financial advisor with SVB Wealth LLC, holding a Series 66 designation and 22 years of industry experience. She has worked at Boston Private Wealth LLC since 2017 and previously held roles at Managed Account Services, LLC and IPC. 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 fundamental, quantitative, and technical analysis, maintains a formal due-diligence process for manager selection, and provides customized investment solutions with access to private fund opportunities for qualified clients.

Andres Coles is a financial advisor with SVB Wealth in New York, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Boston Private Wealth LLC and Davos Financial Advisors. He also serves as a Wealth Consultant with First Citizens Investor Services. 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 fundamental, quantitative, and technical analysis alongside a formal due-diligence process for manager selection.

Ethan Van Eck is a financial advisor with SVB Wealth, holding a Series 66 designation and 17 years of industry experience. His career includes roles at First Citizens Investor Services, Truist Investment Services, and BB&T among others. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a disciplined investment process supported by an Investment Committee and offers sub-advisory relationships and consolidated reporting within its structure as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Art Saldivar is a financial advisor at SVB Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and First Citizens Investor Services. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, financial planning, and retirement advisory services. The firm uses third-party managers selected through due diligence and offers both discretionary and non-discretionary account management.

Precious Stansberry is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Citizens Bank, Exxon, Boeing, Altria, PwC, and the Naval Education & Training Command. Beginning in 2025, she will serve as an Affluent Wealth Advisor at First Citizens Investor Services, providing comprehensive wealth management and financial planning services to high-net-worth clients. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of affiliated and third-party managers guided by an Investment Committee and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company.

Alexander Garrett is a financial advisor at SVB Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co. Inc, Regimen Wealth LLC, and Bank of America. Garrett is also affiliated with First Citizens Bank. SVB Wealth serves a diverse client base, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and provides both discretionary and non-discretionary services, with a focus on thorough due diligence and customized portfolio solutions.

Robert Mastrogiacomo is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at First Citizens Investor Services, Gibson Sotheby's International Realty, and State Street. He also serves in the MA Army National Guard. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a documented due diligence process and committee oversight in selecting third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Joshua Thomas is a financial advisor at SVB Wealth with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Wells Fargo Advisors LLC and Fidelity. At SVB Wealth, he serves as Director, Affluent Wealth Advisors, supervising registered individuals providing wealth management advice. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs an investment approach that includes third-party manager selection and oversight supported by an Investment Committee, operating as a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company.

Johanna Mears is a financial advisor with SVB Wealth, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at The Huntington Investment Company for ten years before joining SVB Wealth and affiliated First Citizens entities in 2025. Mears also serves as a compliance manager performing compliance functions for affiliated registered investment advisory firms. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs an investment approach that includes developing customized investment policy statements, selecting third-party managers through due diligence, and managing accounts on both discretionary and non-discretionary bases.

Olivia Van Amsterdam is a financial advisor at SVB Wealth with four years of industry experience and holds a Series 65 credential. Her background includes roles at UKG, Kronos Incorporated, Northeastern University, Babson College, and a brief tenure at An Unlikely Story. Olivia is based in Raleigh, NC. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis to oversee investment allocations and manager adherence, supported by an Investment Committee.

La Shaun Howard is a financial advisor at SVB Wealth with Series 63 and Series 66 designations and five years of industry experience. Prior to joining SVB Wealth, Howard worked at SVB Investment Services Inc. and Silicon Valley Bank from 2015 to 2023, and also has experience with First Citizens Investor Services. Outside of advisory work, Howard operates Bay Area Notary Services, providing notary services in the region. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and employs fundamental, quantitative, and technical analysis supported by an Investment Committee.

Marcelo Marinho Gomes is a financial advisor at SVB Wealth with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo Advisors and First Citizens Investor Services. Outside of his advisory role, he is the managing member of Motu Travel, LLC, a travel and tourism consulting business. SVB Wealth serves a diverse client base ranging from individuals to family offices and retirement plans, offering wealth management, portfolio management, and financial planning services. The firm employs fundamental, quantitative, and technical analysis in its investment process and provides access to a broad array of investment products, including private funds, with services delivered primarily through investment adviser representatives.