Donna Rose is Vice President and lead client advisor for the Private Bank’s online investing solution. Donna has served the financial planning needs of institutional investors, emerging affluent private client investors, and high net worth private client investors.
Prior to joining SVB, Donna was at Cambridge Associates in Boston and at the financial planning firm, MG Brown & Associates in Maryland. She has led clients through portfolio rebalancing transactions, investment and financial planning situations, and on boarded new clients to brokerage and investment manager platforms.
Donna enjoys hiking in New Hampshire with her husband and German Shepherd.
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