Boston, MA 53 State St. Floor 28 Office

Kristin Lepri is a CFA® charterholder and holds Series 63 and Series 65 licenses with seven years of industry experience. She is currently with SVB Wealth in Boston, MA, where she has worked since 2026. Prior to joining SVB Wealth, she spent six years at Fitch Ratings. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a documented due diligence process and multiple analytical approaches to select and monitor third-party managers, operating as a wholly owned non-bank subsidiary of First Citizens Bank & Trust Company.

Matthew Giuttari is a financial advisor at SVB Wealth with Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Silicon Valley Bank/Boston Private Bank & Trust Co., First Citizens Investor Services, and RI State Government. He also has experience working in educational institutions such as Connecticut College and The Loomis Chaffee School. SVB Wealth serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and maintains operational ties to First Citizens Bank & Trust Company.

Timothy Davis is a CFP® with eight years of industry experience currently affiliated with SVB Wealth LLC. He has worked across multiple related entities, including First Citizens Investor Services and Silicon Valley Bank. 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 a range of investment strategies and maintains a formal due-diligence process for manager selection, with notable ties to First Citizens Bank.

Donna Rose is a financial advisor at SVB Wealth with five years of industry experience. She holds a Series 65 credential and has worked at firms including Cambridge Associates, Silicon Valley Bank, and First Citizens Bank. SVB Wealth serves a diverse client base ranging from individual investors to family offices and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis within a formal due-diligence framework and provides both discretionary and non-discretionary investment solutions.

Patricia Macdonald is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at First Republic Bank for 20 years and currently serves as a private banker with SVB Wealth and First Citizens Asset Management. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client-focused approach combining risk- and outcomes-based asset allocation, discretionary or non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

Michael Mcnabb is a financial advisor with SVB Wealth LLC in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at First Citizens Investor Services, Boston Private Wealth LLC, and Wells Fargo. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and pension clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a documented due diligence process with third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Michael Finley is a financial advisor at SVB Wealth with 14 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining SVB Wealth in 2021, he worked at Boston Private Wealth LLC for five years. Outside of his advisory role, Finley operates a catering business providing food and drink service at events. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a due diligence process to select and monitor third-party managers and is a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company with affiliated entities supporting its service model.

Nancy Perez is a CFA® charterholder with 43 years of industry experience. She has been with Boston Private Wealth LLC since 2014 and is currently affiliated with SVB Wealth in Palm Beach Gardens, FL. SVB Wealth 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 both discretionary and non-discretionary investment options.

Dimitrina Atanasova is a Private Wealth Advisor at SVB Wealth with six years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Prior to joining SVB Wealth, she worked at firms including Merrill and Santander Bank. Outside of her financial career, she works as a server at Rock Harbor Grill, a restaurant in Orleans, MA. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm provides wealth management, portfolio management, financial planning, and retirement plan advisory services, with investment advice delivered primarily through its investment adviser representatives who manage accounts on a discretionary or non-discretionary basis.

Carl Robinson is a financial advisor at SVB Wealth with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Wells Fargo and M&T Securities. Robinson serves as an officer and director for Massachusetts Youth Lacrosse, a nonprofit youth sports organization. SVB Wealth LLC 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.

Dwight Mathis is a CFP® with 27 years of experience in financial advising, currently with SVB Wealth. His prior experience includes roles at Merrill and Suntrust. He serves on the boards of two Brookline, MA-based education nonprofits focused on innovation and teacher development. SVB Wealth LLC provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients. The firm employs fundamental, quantitative, and technical analysis and oversees third-party managers through a formal due diligence process.

Andres Coles is a financial advisor with SVB Wealth in New York, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Boston Private Wealth LLC and Davos Financial Advisors. He also serves as a Wealth Consultant with First Citizens Investor Services. SVB Wealth 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 alongside a formal due-diligence process for manager selection.

Robert Mastrogiacomo is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at First Citizens Investor Services and State Street, as well as service in the Massachusetts Army National Guard. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a due diligence process to select third-party managers and employs fundamental, quantitative, and technical analysis overseen by an Investment Committee.

Richard Grasfeder is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at SVB Wealth. His prior roles include positions at First Citizens Bank, Nixon Peabody LLP, and Boston Private Wealth LLC. He holds a role as Executive in Residence at Babson College, where he engages in coaching related to entrepreneurship and finance. SVB Wealth serves a diverse client base, including individuals, trusts, charitable organizations, family offices, and corporations, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis alongside a formal due-diligence process to select investment managers.

Rafael Svelti is a CFP®-certified financial advisor with 16 years of industry experience. He currently works at SVB Wealth in Boston, MA, where he has been since 2025. His prior experience includes roles at Commonwealth Financial Network, JPMorgan Securities LLC, and Citizens Securities, Inc. SVB Wealth serves a broad client base including individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, employing a disciplined investment process with oversight from an Investment Committee and maintaining affiliations with First-Citizens Bank and related entities.