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Jason McPharlin serves as a Private Wealth Advisor, working directly with clients to design customized investment plans that align with their personal financial objectives.
Prior to joining SVB Private Wealth, Jason was a Portfolio Manager for Banyan Partners and Rushmore Investment Advisors, a Texas-based registered investment advisor acquired by Banyan Partners in 2013. SVB Private Wealth acquired Banyan Partners in 2014. Prior to joining Rushmore, he was a Portfolio Manager with Northstar Capital Management. Prior to NCM, he was finance director for DIRECTV Latin America.
Jason earned a Bachelor of Science from Florida Atlantic University, an MBA from Nova Southeastern University, and an MIM from Thunderbird, The Garvin School of International Management.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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