Flavia Araujo Trento, CFA®, CPWA®
Flavia is a managing director, private wealth advisor for SVB Private, a division of First Citizens Bank, in the San Francisco Bay Area. She develops comprehensive, customized wealth management strategies for high-net-worth individuals, families, foundations and trusts. Flavia specializes in providing complex financial guidance to innovators and has extensive expertise working with women, entrepreneurs, and executives.
Prior to joining SVB Private, Flavia spent nine years as a senior vice president, senior portfolio manager at the Northern Trust Company, where she developed and implemented wealth management solutions for her clients. In addition, she has more than 15 years of experience as an equity analyst and portfolio manager with firms that include HighMark Capital Management, Harris Bretall Sullivan & Smith LLC, Montgomery Asset Management, and Kayne Anderson Rudnick LLC.
Flavia earned an MBA from the University of California, Los Angeles, and she holds a bachelor’s degree with honors in Political Economy of Industrial Societies from the University of California, Berkeley. She holds the Chartered Financial Analyst® (CFA®) and Certified Private Wealth Advisor® (CPWA®) designations.
A native of Brazil, Flavia lives in the San Francisco East Bay with her husband and their two children. She enjoys international travel and reading.
The person named is an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
For more information about professional designations, click here