San Francisco, CA Office

Thomas Lifson is a financial advisor at SVB Wealth with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup and Jefferies LLC. Outside of his advisory role, he serves as an advisor to MedKal Health Ltd., a biotechnology startup, focusing on balance sheet and cash management. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients with wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis supported by an Investment Committee to oversee allocations and manager adherence.

Arend Warmerdam is a financial advisor with SVB Wealth LLC in San Francisco, holding Series 63 and Series 65 licenses and five years of industry experience. His prior experience includes roles at Fisher Investments, Whittier Trust Company, and Silicon Valley Bank. Outside of his advisory work, Warmerdam manages a small family farm business and serves on the boards of several nonprofit organizations focused on youth development and sports. 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 combination of fundamental, quantitative, and technical analysis, supported by an Investment Committee, and selects third-party managers through a documented due diligence process.

Ann Lucchesi is a CFP® professional with 26 years of experience in wealth management. She is currently with SVB Wealth LLC and First Citizens Investor Services, having previously worked at firms including RBC Capital Markets and Parallel Advisors, LLC. Outside her advisory role, she is a partner at Corporate Equity Services, LLC, where she provides consulting and administrative support part-time. SVB Wealth LLC serves a range of clients including high net worth 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, using a structured due diligence process to select and monitor third-party managers and delivering investment advice primarily through its investment adviser representatives.

Michael Conway is a financial advisor with SVB Wealth LLC, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His career includes roles at Silicon Valley Bank, Boston Private Wealth LLC, and Merrill, with continuous tenure at SVB Wealth and affiliated entities since 2017. 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 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.

La Shaun Howard is a financial advisor at SVB Wealth with Series 63 and Series 66 designations and five years of industry experience. Prior to joining SVB Wealth, Howard worked at SVB Investment Services Inc. and Silicon Valley Bank from 2015 to 2023, and also has experience with First Citizens Investor Services. Outside of advisory work, Howard operates Bay Area Notary Services, providing notary services in the region. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and employs fundamental, quantitative, and technical analysis supported by an Investment Committee.

Eric Stern is a financial advisor at SVB Wealth with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including City National Bank and Morgan Stanley. Stern is based in San Francisco, CA. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses 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.

Thomas O'Keefe is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He is currently with SVB Wealth LLC, where he serves as Head of Investment Strategy. His prior experience includes roles at Silicon Valley Bank and affiliated entities. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and technical analysis, offering customized investment solutions and access to private fund opportunities.

Lee Erby Jr. is a financial advisor at SVB Wealth with 18 years of industry experience. He holds a Series 66 designation and has previously worked at CitiGroup, Bank of America, Merrill, and First Citizens Investor Services. SVB Wealth 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 uses a combination of fundamental, quantitative, and technical analysis and oversees third-party managers through a documented due diligence process.