Boston, MA 53 State St. Floor 28 Office

Kristin Lepri is a CFA® charterholder with eight years of industry experience. She is currently with SVB Wealth in Boston, MA, where she has worked since 2026. Prior to that, she held positions at Fitch Ratings and Wilmington Trust. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a documented due diligence process for manager selection and oversight, and is a wholly owned 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 at SVB Wealth with 16 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for First Republic Bank for 20 years. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a due diligence process to select third-party managers and delivers advice primarily through its investment adviser representatives on a discretionary or non-discretionary basis.

Michael Mcnabb is a financial advisor with SVB Wealth holding Series 63, 65, and 66 licenses and 28 years of industry experience. His career includes roles at First Citizens Investor Services, Boston Private Wealth, Wells Fargo, Apple Lane Advisory, and Compass Capital. SVB Wealth serves individuals, trusts, retirement plans, charitable organizations, and corporate clients by offering 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 is a wholly owned subsidiary of First Citizens Bank and Trust Company, integrating bank, trust, broker-dealer, and asset management services.

Michael Finley is a financial advisor with SVB Wealth, holding Series 63 and Series 65 designations and 14 years of industry experience. He previously worked at Boston Private Wealth LLC and currently serves as an Affluent Wealth Advisor at First Citizens Investor Services. Outside of finance, he 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 delivers investment advice through its representatives who develop individualized investment policy statements and manages accounts using a documented due diligence process on third-party managers.

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 LLC in Boston, MA, with six years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Prior to joining SVB Wealth, Dimitrina worked at firms including Merrill and Santander Bank. Outside of her advisory role, she has worked as a restaurant server at Rock Harbor Grill since 2013. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Dwight Mathis is a Certified Financial Planner (CFP®) with 28 years of experience in the financial services industry. He is currently with SVB Wealth and has previous experience at Merrill and Suntrust Advisory Services. Mathis serves on the boards of the Brookline High School Innovation Fund and the Brookline Education Foundation, both nonprofit organizations focused on education. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and institutional clients. The firm utilizes a due diligence process for selecting third-party managers and is a wholly owned subsidiary of First-Citizens Bank & Trust Company.

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 at SVB Wealth with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at First Citizens Investor Services, Gibson Sotheby's International Realty, and State Street. He also serves in the MA Army National Guard. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a documented due diligence process and committee oversight in selecting third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

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.

Daniel Koenig is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at SVB Wealth LLC since 2022, with prior roles including positions at Morgan Stanley and Silicon Valley Bank. Koenig also serves as an Affluent Wealth Advisor affiliated with First Citizens Investor Services. 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 uses 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.