Based in Boston, Casey Paton is a Private Wealth Advisor supporting emerging managers. By fully understanding the unique situation of each individual — from both a business and life perspective — Casey develops and implements sophisticated, yet flexible, road maps to help clients meet all their financial goals. The opportunity to partner with such inspiring individuals on navigating this aspect of their life journey is what motivates him each day.
Before joining SVB, Casey spent 12 years working at State Street Global Advisors and Credit Suisse. His personal investment experience ranges from building cost-efficient and diversified portfolios, to trading individual stocks and bonds, to investing in real estate and private placements. Casey is passionate about entrepreneurship as demonstrated by his own venture as founder of Encore Apparel Co., a socially responsible proprietary clothing company.
Casey holds a bachelor’s degree in finance from Villanova University and a master’s degree in finance from Boston College. He currently holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston.
Casey is on the board of directors of Ukulele Kids Club, a nonprofit organization whose mission is to provide instruments to kids at various hospitals across the country. He resides in Lynnfield, Massachusetts, with his wife and their two young boys. When he’s not in the office, you might find him out for a run or on a local sports field coaching youth sports. He’s an avid baseball fan and has built an extensive baseball card collection.
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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