Mary Kade is a financial advisor at SVB Wealth with one year of industry experience. She holds a Series 65 designation and has worked at SVB Wealth since 2024. Her prior experience includes roles at SVB Private, Boston Private, and KLS dating back to 2013. 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 a range of investment products and a formal due-diligence process for manager selection.

Mary Clare Bohn is a financial advisor at SVB Wealth with one year of industry experience. She holds a Series 65 designation and has previously worked at SVB Private, a division of Silicon Valley Bank, and KLS Professional Advisors Group. 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 a range of investment strategies and maintaining a formal due-diligence process for manager selection.

Sunny Patel is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at First Republic Bank and its affiliated entities for a decade before joining Avestar Capital and subsequently First Citizens Asset Management and SVB Wealth. Patel’s role includes private banking responsibilities involving client meetings to discuss investment capabilities. SVB Wealth serves a diverse clientele, including individuals, trusts, 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 in its investment approach and maintains a formal due-diligence process for manager selection, with services delivered through investment adviser representatives.

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.

Katia Friend is a financial advisor at SVB Wealth with 20 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at BNY Mellon and BNY Mellon Securities Corporation before joining SVB Wealth and First Citizens Investor Services. Outside of her advisory role, she is involved with Mosaic Designs, a non-investment business. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans, offering wealth management and financial planning services. The firm employs fundamental, quantitative, and technical analysis, and provides both discretionary and non-discretionary investment management.

Courtney Spagna is a financial advisor at SVB Wealth with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at SVB Wealth since 2020, including its predecessor Boston Private Wealth LLC. Prior to this, she was employed at Deutsche Bank and currently serves as an Affluent Wealth Advisor at 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 advisory services, employing fundamental, quantitative, and technical analysis with a formal due-diligence process for manager selection.

Mark Childs is a financial advisor at SVB Wealth with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including JPMorgan Chase, HSBC, Silicon Valley Bank, and First Citizens Bank. SVB Wealth serves a diverse client base ranging from individuals and families to corporations and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a combination of fundamental, quantitative, and technical analysis and provides both discretionary and non-discretionary investment solutions.