Managing Director and President
SVB Wealth Advisory, Inc.
Region: United States
Jeff Schnitz is Managing Director and President of SVB Wealth Advisory, Inc. Jeff and his team tailor unique, comprehensive wealth advice and works with others in the Bank to find banking solutions that meet the needs of technology professionals and investors.
Before joining Silicon Valley Bank, Jeff co-founded 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.
Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. SVB Wealth Advisory, is a registered investment advisor, a non-bank affiliate of Silicon Valley Bank and a member of SVB Financial Group. Products offered by SVB Wealth Advisory are not FDIC insured, are not deposits of or guaranteed by a bank, and may lose value.
This information should not be viewed as tax, investment, legal or other advice, nor is it to be relied on in making an investment or other decision. Nothing relating to the material should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction.