Raleigh, NC Colonnade Center Drive Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,422,179,807
ClientsTotal clients
1,024
AdvisorsAdvisors at this office
2
Of 66 advisors across 22 offices
Location
8540 Colonnade Center Drive
Raleigh NC 27615
Advisors at this office
2
Advisors at this office
Timothy N
CFP®, Series 66
Raleigh, NC
SVB Wealth
Timothy Nugent is a CFP® with 20 years of industry experience currently affiliated with SVB Wealth. He previously worked at First Citizens Bank and First Citizens Investor Services, holding various roles over seven years. SVB Wealth LLC provides wealth management, financial planning, and retirement advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and institutional clients. The firm employs a documented due diligence process for manager selection and oversight and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.
Olivia V
Series 65
Raleigh, NC
SVB Wealth
Olivia Van Amsterdam is a financial advisor at SVB Wealth with four years of industry experience and holds a Series 65 credential. Her background includes roles at UKG, Kronos Incorporated, Northeastern University, Babson College, and a brief tenure at An Unlikely Story. Olivia is based in Raleigh, NC. 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 uses a combination of fundamental, quantitative, and technical analysis to oversee investment allocations and manager adherence, supported by an Investment Committee.
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