Jeffrey Becker is a director, private wealth advisor for SVB Private, based in the San Francisco Bay Area. In his role, he is responsible for partnering with high net worth clients on all aspects of wealth planning. Jeff strives to understand unique situations encompassing clients’ family, business, financial planning, estate planning and investment needs and has significant experience working with founders and executives. Jeff enjoys witnessing his clients’ successes over time, as well as having the opportunity to learn directly from clients through conversations about innovation, business, markets and economics, all of which helps to inform his passion for markets and investing.
Before joining SVB Private in 2022, Jeff spent six years with BNY Mellon Wealth Management, most recently as a wealth manager. While there, he served on the corporate executive services team, where he helped advise clients on restricted stock, equity compensation and liquidity planning issues.
Jeff holds a bachelor’s degree in finance from Santa Clara University. He is a Chartered Financial Analyst® (CFA®) and is a member of the CFA Institute and CFA Society of San Francisco.
The person named is an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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