Mike Onorato works with successful individuals and families to manage and protect their assets. He provides thoughtful investment and wealth management solutions appropriate for each client’s financial and investment goals, incorporating retirement, philanthropic, estate, and tax planning strategies as appropriate.
Mike has over 15 years of experience in the investment industry. Prior to joining SVB Private, he was a senior portfolio manager with U.S. Trust Private Wealth Management. While there, he managed equity, balanced, and fixed income portfolios for individuals, foundations, and institutions. Prior to his role at U.S. Trust, Mike was an options specialist for high net worth clients at Bank of America.
Mike holds the CERTIFIED FINANCIAL PLANNERTM professional designation and earned a BA in Finance from Bentley College.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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