Investment Consultant - Southern California and Southwest
SVB Asset Management
Region: Central Coast CA, Southern California, Southwest U.S.
Specializing in: Investments
Jackie McGuire is the investment consultant for Silicon Valley Bank responsible for supporting the investment needs of clients in Southern California, Nevada, Arizona and Texas. 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.
A native of New Hampshire and an avid fan of the Red Sox and Patriots, Jackie enjoys sports and lives on a 160 acre ranch in Marana, AZ with her husband, son, six dogs and a zoo of other farm animals.