SANTA CLARA, Calif., August 10, 2022 – SVB Private, a leading provider of private banking, wealth planning and trust services for the innovation economy, today announced that Tom Fickinger has joined as Head of Wealth Advisory West.
In his role, Fickinger will grow and manage private wealth advisor teams on the West Coast as they holistically serve the needs of clients leveraging planning, lending, investing, and banking services. He is one of three regional heads leading the Wealth Advisory business alongside Rich Jaffe, Head of Wealth Advisory Northeast, and Ro Mehrotra, Head of Wealth Advisory Central & South.
“The West Coast is undoubtedly a critical geographic region where we continue to see innovation unfolding and in parallel, immense wealth creation,” said John Longley, Head of Private Bank, Wealth & Trust at SVB Private. “We are thrilled to have Tom aboard to lead our private wealth advisors in the region. With his experience leading high-caliber teams and deep understanding of the wealth management needs of investors and innovators, we will continue to grow as a trusted partner for our clients at each step of their unique financial journey.”
Fickinger brings more than three decades of banking and wealth management experience to SVB Private, having previously served as President of the Northern California Region at BNY Mellon Wealth Management where he led teams responsible for providing investment management, fiduciary services, wealth and estate planning, and private banking services for individuals, families, family offices and endowment and foundations. Fickinger also held key leadership roles at Merrill Lynch Global Wealth Management, including leading the firm’s Pacific Northwest Division.
Fickinger holds a BA from Penn State University and serves as the Capital Campaign Chair for Jameson Humane in Napa, CA.
About SVB Private
SVB Private offers a full range of wealth planning, trust, investment management, banking and brokerage services designed for the specialized financial needs of entrepreneurs, executives and investors behind the world's most innovative companies. SVB Private is one of SVB’s core businesses with Silicon Valley Bank, SVB Capital and SVB Securities. Learn more at svb.com/private-bank.
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