Joan Young is a Managing Director, Relationship Manager for SVB Private. She has more than 20 years of experience with ultra-high-net-worth clients and family enterprises. Prior to joining SVB Private, Ms. Young held a number of positions, including as CEO/CIO of two multi-billion dollar family offices, and has also been an independent consultant to family offices on issues ranging from education to investment management. She has extensive relationships with family offices, multi-family offices and their trusted advisors.
Prior to working with family offices and their advisors, Ms. Young was a corporate lawyer at Davis Polk & Wardwell and served as General Counsel of Christie’s. Ms. Young also spent a number of years in investment banking, at both DLJ and the Mergers & Acquisitions Department at Morgan Stanley. She left investment banking as a Managing Director at Morgan Stanley.
Ms. Young earned a law degree from Harvard Law School, cum laude, and a bachelor’s degree, summa cum laude, from Bryn Mawr College.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov