Mahshid Kamali is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and three years of industry experience. She has worked concurrently at First Citizens Bank & Trust as a Client Service Specialist. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and institutional clients, utilizing a combination of fundamental, quantitative, and technical analysis supported by an Investment Committee. The firm operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company, offering access to affiliated and unaffiliated third-party managers and a dedicated Retirement Plan Advisory Team.

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.