President of SVB Wealth Advisory
SVB Wealth Advisory, Inc.
Region: National US
Jeff Schnitz is Managing Director and President of SVB Wealth Advisory, Inc. Jeff and his team tailor unique, comprehensive wealth advice and banking solutions to meet the needs of technology professionals and investors.
Before joining Silicon Valley Bank, Jeff co-founded at Exos Partners, a startup investment advisory and broker dealer firm. At Exos, he oversaw all aspects of the day-to-day business, including service, operations, compliance/regulatory and technology platforms. Prior to Exos, Jeff spent 13 years in a variety of key positions with Merrill Lynch, including Director of National Advisor Training and Regional Business Manager, where he created and executed strategic measures in the areas of client affinity and service, product and risk management solutions, and strategic business growth.
Jeff received his master’s in business administration from Santa Clara University and a bachelor’s degree in urban studies and planning from University of California, San Diego.