Jennifer Stoody is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 license and 21 years of industry experience. Her career includes roles at Wells Fargo Advisors, Wells Fargo Bank, JMS Advisory Services, and her current positions at First Citizens Asset Management and SVB Wealth. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm’s approach combines client goal assessments with risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and access to integrated banking resources through its affiliation with a bank holding company.

Aaron Lassanske is a CFA® charterholder with 16 years of industry experience. He has worked at BlackRock Investments, LLC for 13 years before joining SVB Wealth and First Citizens Asset Management in 2024. He serves as a portfolio strategist and meets with clients to discuss a range of investment capabilities. SVB Wealth LLC 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 an emphasis on custom allocations and manager due diligence.