Olga De Value is a CFP® professional with 38 years of experience in the financial services industry. She is currently with SVB Wealth and holds a client service role at First Citizens Bank & Trust, the firm's parent company. Her prior experience includes positions at Boston Private Wealth LLC, Pruco Securities, LLC, The Prudential Insurance Company of America, and Mass Mutual Investors Services. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, financial planning, and portfolio management services. The firm uses a due diligence process to select third-party managers and combines fundamental, quantitative, and technical analysis to oversee client account management.

Jennifer Heeren is a financial advisor with SVB Wealth LLC, holding a Series 66 designation and 22 years of industry experience. She has worked at Boston Private Wealth LLC since 2017 and previously held roles at Managed Account Services, LLC and IPC. SVB Wealth LLC serves a diverse client base including individuals, trusts, estates, 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, maintains a formal due-diligence process for manager selection, and provides customized investment solutions with access to private fund opportunities for qualified clients.

Jason Mcpharlin is a financial advisor at SVB Wealth with 21 years of industry experience. He holds a Series 65 designation and has worked at Boston Private Wealth LLC, Banyan Partners, LLC, Rushmore Investment Advisors Inc, and Northstar Capital Management Inc. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Douglas Swenson is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has previously worked at BP Wealth Management and Banyan Partners. Outside of finance, he is a certified arborist involved with a commercial landscaping and tree farming business and engages in identity theft recovery marketing and business introductions. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, financial planning, and retirement plan advisory services. The firm employs a due diligence process to select third-party managers and combines fundamental, quantitative, and technical analysis to oversee client portfolios.