Jackie McGuire is the investment consultant for Silicon Valley Bank's clients in Southern California and the rest of the Southwest. She works with clients to define and articulate their investment philosophies through sound investment policies and to help them build investment strategies that balance returns with the unique liquidity and safety concerns of each company.
McGuire brings to SVB a background in both asset management and fixed income. Prior to joining the bank, McGuire worked at Fidelity Investments in various roles, from trading fixed income to financial planning and portfolio construction.
Jackie earned a Bachelor's in Economics and Finance from Southern New Hampshire University. She currently holds FINRA licenses 7, 9, 63 and 66.
Palo Alto, CA
International, Europe, Canada, China, Israel, India, National US, New England, Mid Atlantic US, Southeastern US, Central US, Midwest US, New York, Rocky Mountain US, Northern California, Central Coast CA, Southern California, Pacific Northwest, Southwest US, Texas
investments, fixed income, Investment Policy, Money Markets
T 650 233 4237