Paul Perillo is a managing director and private wealth advisor for SVB Private, where he provides customized financial solutions and guidance to investors, founders and executives. He specializes in advising high-net-worth individuals, families and foundations on integrated wealth management strategies and solutions. Throughout his career, Paul has dedicated himself to simplifying and strengthening the financial lives of his clients, delivering thoughtful advice on cash and liquidity management, lending and liability solutions, balance sheet optimization, tailored investment strategies and estate-planning considerations.
Paul has more than 20 years of experience working across financial services and capital markets, with clients who include venture capital and private equity principals, entrepreneurs, founders and executives of both early- and late-stage companies. Before joining SVB Private, he led client relationships at HSBC and J.P. Morgan Private Bank, as well as private wealth management divisions for UBS and Morgan Stanley. Earlier in his career, Paul was sought to establish and manage all aspects of the personal family office for a client.
He earned his bachelor’s degree in business administration from the McDonough School of Business at Georgetown University, and throughout his undergraduate career pitched for the Hoyas baseball team, competing in the NCAA Division I Big East Conference.
Paul lives in Ardsley, New York, with his wife and two children. Outside of the office, he enjoys golfing, skiing and coaching his kids in their sports activities. Paul is proud to have completed the New York City Marathon in 2005 and 2006.
The person named above is a representative of Silicon Valley Bank as well as an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser), and a broker-dealer representative of SVB Investment Services (member FINRA and SIPC). FINRA BrokerCheck
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