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Jennifer Ma is a managing director, private wealth advisor for SVB Private based in San Francisco. Jennifer understands her clients are smart, and she finds helping them wrangle the many facets of their complex lives highly satisfying. Jennifer wants to be her clients’ first call, and she finds that being there to take financial concerns off her clients’ plates — so they can continue to change the world through their dynamic contributions — is most rewarding.
Jennifer has more than 30 years of experience assisting tech entrepreneurs with families located throughout multiple jurisdictions in all aspects of their private wealth. In her most recent position at BNY Mellon as a senior wealth manager and vice president, she helped coordinate complex planning structures for domestic and foreign clients and helped generations of families to navigate capital markets, undertake pre-liquidity planning and manage restricted/concentrated positions. She has decade-plus tenures with Hambrecht & Quist, JPMorgan Chase and other wealth advisory groups.
Jennifer holds an MBA from the University of San Francisco. She is fluent in Cantonese.
Jennifer is mother to an adult daughter and a teenage son. When not working for her clients or cheering her son play water polo, Jennifer enjoys planning events. She is a foodie and cook who tries to duplicate the flavors of the many restaurants she frequents.
The person named is an investment adviser representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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