About the Author

Lorraine Monick, Managing Director/Relationship Manager with SVB Private Bank and Wealth Advisory, specializes in working with clients with dynamic balance sheets comprised of liquid and non-liquid assets who are seeking an optimized wealth plan. Lorraine’s expertise includes integrating tax, estate and investment strategies with risk management principles and long-term financial planning. Lorraine finds her work as a fiduciary most rewarding when she can help families with complex balance sheets develop a sense of financial control and ease by helping them develop and implement customized plans that achieve the family’s goals, maximize after tax wealth and minimize financial risks.
 
Lorraine joined SVB Wealth Advisory in 2013 following 14 years of leadership experience working with affluent and ultra-affluent taxable investors. She previously served as Managing Director of BMO Harris myCFO, leading investment advisory services for the firm’s Silicon Valley technology sector clients and serving on the national Investment Strategy Committee. Lorraine also spent nearly a decade with BNY Mellon in the Pacific Northwest serving as the Senior Director, Portfolio Management, where she managed large client relationships, led the portfolio management team delivering investment services, and served on national strategic asset allocation and policy committees.
 
Lorraine earned a BA in Economics, and a Master of Public Administration degree from the University of Victoria. She also holds the Chartered Financial Analyst®, Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner™ (CFP®) designations.  Lorraine is a member of the New York Society of Security Analysts, and the national CFP and CAIA Associations.


The individual named here is both a representative of Silicon Valley Bank as well as an investment advisory representative of SVB Wealth Advisory, a registered investment advisor and non-bank affiliate of Silicon Valley Bank, member FDIC . Bank products are offered by SVB Private Bank, a division of Silicon Valley Bank. Products offered by SVB Wealth Advisory, Inc. are not FDIC insured, are not deposits or other obligations of Silicon Valley Bank, and may lose value.