Jason Cyza is a financial advisor at SVB Wealth with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including First Citizens Bank, Bank of the West, and The Prudential Insurance Company of America. Cyza is also involved in providing compliance support to SVB Wealth, focusing on maintaining and enforcing compliance policies and procedures. 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 fundamental, quantitative, and technical analysis alongside a formal due-diligence process for manager selection.

David Buxton is a CFP® with 18 years of industry experience, currently serving as an advisor at SVB Wealth. His career includes prior roles at Citigroup Global Markets and various SVB affiliated entities. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate and pension clients. The firm employs a due diligence process to select third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank and Trust Company.

Amy Born is a CFP® and CFA® with 26 years of industry experience, currently serving as an advisor at SVB Wealth. She has previously worked at Boston Private Wealth LLC and HighTower Advisors, LLC. Born is a member of the Investment Committee for the national non-profit Kappa Delta Sorority, supporting the development of college women across the US. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, and financial planning services. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company, integrating its offerings with affiliated bank, trust, and broker-dealer entities.

Clarissa Smith is a financial advisor at SVB Wealth with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including The Bank of New York Mellon and Ropes and Gray LLP. She currently serves as Director of Client Advisory Services at SVB Wealth in Boston. 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 utilizing a range of investment strategies and maintains operational ties to First Citizens Bank & Trust Company.

Douglas Swenson is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has previously worked at BP Wealth Management and Banyan Partners. Outside of finance, he is a certified arborist involved with a commercial landscaping and tree farming business and engages in identity theft recovery marketing and business introductions. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, financial planning, and retirement plan advisory services. The firm employs a due diligence process to select third-party managers and combines fundamental, quantitative, and technical analysis to oversee client portfolios.