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Who We Help

Navigating Life's Milestones

Our relationship begins with an intimate understanding of your financial needs and plans. Hear how we’ll transform your ambitions into a definitive plan that sets you on a path toward your goals.

Our approach

  • Founders
  • VC/PE Professionals
  • Individuals & Families
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Paul M. Simons
ADVISOR
Paul M. Simons
Head of SVB Access
Wealth Management & Trust
New England

Mr. Simons is Head of SVB Access, a role in which he oversees cross-divisional client development, relationship management, and product development opportunities. He previously served as President of Private Banking, Wealth & Trust. With over 30 years of experience in the financial services sector, Mr. Simons has demonstrated expertise and leadership in virtually every aspect of financial services, including asset management, wealth management, financial technology, private banking, investment banking, family office and client relationship management.

From May 2017 to November 2018, Mr. Simons was a Managing Director of Seaport Global Holdings, an institutional securities firm, where he developed and launched Seaport Global Asset Management, a business to diversify the firm’s revenue streams and deliver bespoke managed investment solutions to wealthy families and related entities. Prior to joining Seaport, from December 2014 to October 2016, he served as provisional CEO for a start-up financial information and technology company. In this role, he led the delivery of a launch-ready comprehensive digital investment, capital markets origination, and advanced data and analytics platform for investors, advisors, financial institutions.

From 2006 to 2011, Mr. Simons held a range of positions with increasing responsibility at Credit Suisse, beginning with Managing Director, Head of Americas Client Solution Group, before becoming Managing Director, Co-Head of Private Banking USA, and ending with his promotion to Managing Director, Head of Americas Wealth Management Solutions, a position in which he was responsible for the management and development of onshore investment product and service platforms across North and South America. During his tenure at Credit Suisse, Mr. Simons also was an active member of the firm’s Global Executive Committee and Managing Director Evaluation Committee.

From 1988 to 2006, Mr. Simons held various positions at Merrill Lynch, including Managing Director, Global Markets and Investment Banking. He serves on the board of Intonation Music Workshop, a non-profit music education initiative directed towards underserved youth in the Chicago area, and as a trustee of Millbrook School, a private coeducational boarding school in Millbrook NY.

President Paul Simons Comments on New Miami Office
1/27/20
Paul Simons, President of Private Banking, Wealth & Trust, spoke with Banker & Tradesman about the opening of our Miami office and our goals for serving the region.
Read more

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Banking, lending, and trust products or services are offered by Silicon Valley Bank, a California bank with trust powers. Silicon Valley Bank is a member of the FDIC and of the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB).

SVB Investment Services Inc. (member FINRA and SIPC; SEC-registered investment adviser) offers brokerage and investment management products and services and is a wholly-owned, non-bank subsidiary of Silicon Valley Bank. SVB Wealth LLC (an SEC-registered investment adviser) offers wealth management services and is also a wholly-owned, non-bank subsidiary of Silicon Valley Bank.

*Investment Products offered by SVB Investment Services Inc. and/or SVB Wealth LLC are:
Not all products/services are offered by all advisors. None of Silicon Valley Bank, SVB Investment Services Inc., SVB Wealth LLC or any of their respective affiliates provide legal advice. Estate planning requires legal assistance. Please consult your legal advisors for such guidance. Silicon Valley Bank is not selling or distributing wine or wine-related products. Silicon Valley Bank provides banking and financial services, along with industry insights to vineyards and wineries. Silicon Valley Bank is not responsible for (or a participant in) the sales of any wineries’ products in any fashion or manner and makes no representations that any promotion or sales of alcoholic beverages will or will not be conducted in a lawful manner. Further, Silicon Valley Bank disclaims any responsibility or warranty for any products sold by wineries or other wine industry service providers. All companies are independent third parties and are not affiliated with SVB Financial Group. 

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