Based in San Francisco, Lana Xiao is a Private Wealth Advisor supporting emerging managers. She thrives on delivering solutions that are grounded in a holistic view of her clients’ businesses, career trajectories and goals for their family’s future. Her specialized wealth advice spans credit, risk and wealth management solutions and takes into account the unique risks and opportunities that investors in the technology ecosystem face.
Lana has spent her career providing comprehensive financial planning and investment management services to a wide variety of high-net-worth clients. She has held wealth advisory roles at Wells Fargo Private Bank and First Republic Bank. Lana is a certified financial planner and a certified divorce financial analyst. She earned her bachelor’s degree in business from the University of San Francisco and a master’s degree in economics and history from the London School of Economics. Lana is bilingual in English and Mandarin Chinese.
After a fulfilling day championing the needs of her clients, Lana turns to meditation, yoga, Pilates and swimming to decompress. She and her husband enjoy exploring the Bay Area.
The person named above is a representative of Silicon Valley Bank as well as an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser), and a broker-dealer representative of SVB Investment Services (member FINRA and SIPC). FINRA BrokerCheck
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