Marcelo Marinho Gomes is a financial advisor at SVB Wealth with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo Advisors and First Citizens Investor Services. Outside of his advisory role, he is the managing member of Motu Travel, LLC, a travel and tourism consulting business. SVB Wealth serves a diverse client base ranging from individuals to family offices and retirement plans, offering wealth management, portfolio management, and financial planning services. The firm employs fundamental, quantitative, and technical analysis in its investment process and provides access to a broad array of investment products, including private funds, with services delivered primarily through investment adviser representatives.

Garek Parry is a financial advisor with SVB Wealth LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, Silicon Valley Bank, and First Citizens Investor Services. Outside of his advisory work, he is involved with Strawgitator, LLC, a water bottle production venture. SVB Wealth LLC serves a diverse client base including individuals, trusts, foundations, 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.