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Marcel Pfister is a private wealth advisor, vice president for SVB Private in New York, where he advises startup founders, executives and VC investors on holistic wealth management solutions. Marcel and his team specialize in cash and liquidity management, pre-initial public offering transaction planning, investment strategies, concentrated equity risk management and estate planning considerations. He enjoys being part of his clients’ wealth creation journeys and recognizes the importance of helping clients reduce the complexities of wealth so they may focus on other significant moments in their lives.
Before joining SVB Private, Marcel spent the majority of his career working in private wealth management at Goldman Sachs, advising wealthy families, endowments and nonprofit organizations. Marcel began his career in 2013 as a financial analyst for BlackRock.
Marcel earned his bachelor’s degree in business administration with a concentration in finance, magna cum laude, from Drexel University.
Born and raised in Germany, Marcel moved to the US in 2009 Outside of the office, he enjoys traveling, outdoor activities and spending time with his family and their two dogs; one is a Great Dane and the other is a French Bulldog.
The person named is an investment adviser representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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