Find anything about our product, search our documentation, and more. Enter a query in the search input above, and results will be displayed as you type.

Stewart Preziose is a Private Wealth Advisor in SVB Private’s San Francisco office. He works closely with a select group of clients providing dynamic financial planning and customized investment management.

With nine years of experience providing high net worth, family office, and corporate executive clients with financial planning, investment management, and tax planning advice, Stewart’s unique set of tools adds valued perspective to the client experience. Prior to joining SVB Private, Stewart cultivated client relationships at global and boutique wealth management firms Kayne Anderson Rudnick, Chequers Financial Management, and BNY Mellon Family Office.

Stewart received a BA in Economics from Wheaton College, MA. He currently resides in San Francisco.

The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov

Select all services that interest you (optional)
Personal information
  • New England
  • New York
  • Southern California
  • Northern California
  • Florida
  • Other
Let’s Talk