Ann Lucchesi is an enterprise relationship manager at Silicon Valley Bank in San Francisco. She works within the commercial banking division, serving as a key contact between tech banking and the private bank, delivering educational programs and providing thought leadership. She’s also a subject matter expert for all things related to private stock and equity compensation. In her current role, she’s primarily focused on helping founders and executives of private companies plan across their entire balance sheets.
In addition to her career at SVB, Ann is a certified financial planner and certified equity professional. She has also spent time working with companies on pre-IPO planning and post-IPO management. Throughout her career, Ann has enjoyed connecting clients with professionals who can help solve their financial planning issues and educating them on how best to achieve their financial goals. In short, she loves helping people understand their financial life.
Ann holds bachelor’s degrees in international business and finance from Oregon State University. She also has an MBA in finance from the Haas School of Business at University of California, Berkeley. When she’s not working, Ann volunteers and fundraises for her local food bank and local schools. She loves spending time with her three children and her dog, reading, cooking and playing cards with friends and family. She particularly relishes the Texas Hold’em tournaments she holds at her home.