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Michael Cappadona is a relationship advisor with SVB Private in Boston, Massachusetts. In his role, he works side by side with two private wealth advisors. Michael welcomes new clients, guiding them through the onboarding process and helping them directly with day-to-day service requests. Additionally, he provides sales support to wealth advisors when needed and partners closely with other teams to assist seamlessly resolve client experiences that require higher-level expertise. Working in tandem with the private advisors, Michael is proud to deliver service to high-wealth clients as they move through life’s milestones. He is most passionate about engaging directly with clients, custodians, legal teams and other advisors to proactively identify issues and address complex concerns while leveraging his knowledge in trusts, client operations, tax considerations and investments.
Michael joined SVB Private in 2018; before his current role, he was a wealth service administrator for Boston Private, which was acquired by SVB in 2021. He is a Certified Financial Planner™ (CFP®). Michael earned his bachelor’s degree in finance from Bentley University.
Outside of the office, Michael enjoys golfing on the weekends and spending time on Cape Cod during the summer months.
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