Cassandra Stokes is a Private Wealth Advisor at SVB Private. She currently serves Southern California’s top technology founders, executives and entrepreneurs, working closely alongside innovation-sphere clients as they navigate their financial lives from inception through retirement.
Whether she’s helping clients prepare for IPO and M&A events, navigating a complex balance sheet to build a multifamily office or constructing long-term investment plans through SVB Investment Services or SVB Wealth LLC., Cassandra takes pride in providing personalized, dynamic and multifaceted client services.
Before joining SVB Private, Cassandra served as a banker at J.P. Morgan Private Bank and Comerica Bank. Earlier in her career, Cassandra spent several years in philanthropy at the Office of Development at Stanford University and helped launch the Life Sciences Foundation, now part of the Chemical Heritage Foundation.
Cassandra holds a bachelor’s degree in economics from UCLA, a master’s degree in public administration from Harvard University and an MBA from UCLA’s Anderson School of Management.
On weekends, Cassandra and her family can be found on the tennis court, training their daughters for the pro circuit.
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