Tim Davis is a Private Wealth Advisor at SVB Private Bank with more than eleven years of wealth planning, investment management, and banking experience. Tim is a Certified Financial Planner® providing estate planning, personal cash management, charitable objectives, and a variety of tailored lending solutions to investors, founders and executives at technology and life science companies. He also offers wealth planning through SVB Wealth Advisory.
Prior to joining Silicon Valley Bank, Tim was an Associate at Brown Brothers Harriman, & Co. where he helped the Relationship Managers in the wealth management practice to support financial planning and investment management objectives for high net worth individuals and families.
Tim earned a Bachelor’s degree with a double major in International Business and Spanish from Ohio Wesleyan University. He earned his MS in Commerce and Economic Development from Northeastern University.
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), broker-dealer and investment advisor representative of SVB Investment Services (member FINRA and SIPC; SEC registered investment adviser). FINRA BrokerCheck
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