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Elisabeth Mohr is a portfolio manager at SVB, where she provides portfolio construction, asset allocation and manager due diligence and analysis for founders, executives and investors in the innovation economy. Elisabeth incorporates her clients’ complex balance sheets into customized long-term investment strategies to help them achieve their goals and find financial success. She is at the forefront of gender lens investing and is passionate about environmental, social and governance (ESG) and impact investing.
Elisabeth has 16 years of investment experience. Prior to joining SVB, she was a vice president at Northern Trust, where she worked as a portfolio manager in their wealth management group, working with trust clients, alongside high-net-worth families. Elisabeth has also spent time at U.S. Trust (now Bank of America Private Bank) and Dimensional Fund Advisors (DFA). She holds a Bachelor of Arts in economics with a minor in mathematics from Saint Mary’s College in Notre Dame, Indiana.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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