Mahshid Kamali is a financial advisor at SVB Wealth with Series 65 and Series 63 designations and two years of industry experience. She has worked at SVB Wealth since 2015 and is also a Client Service Specialist at First Citizens Bank & Trust, the parent company of SVB Wealth. SVB Wealth 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 due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company, with integrated banking, trust, and brokerage services.

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.