Rohit Mehrotra

Ro Mehrotra is the head of wealth advisory for the Central & South region, overseeing wealth management strategy, operations and business development across all client-facing advisors in Florida, Texas, Colorado, Utah, Georgia and North Carolina. He is also responsible for advisor talent recruitment nationally, which includes all aspects of identification, hiring and onboarding new advisor teams.

Ro recently expanded his responsibilities to take on the advisor growth & experience function to enhance advisor productivity nationally through platform, tools and communication upgrades. In addition, Ro now spearheads SVB Private strategic sales initiatives across the Commercial Bank, as well as the Wealth Management franchise. Ro serves in various supervisory capacities for SVB Wealth LLC and SVB Investment Services Inc.

Ro has more than 25 years of experience across wealth management, investment banking and strategy consulting. Prior to joining SVB Private, he spent 11 years in various leadership roles at J.P. Morgan Private Bank, most recently as head of the Central & South Jersey region. He was also the national lead for the Life Sciences & Healthcare vertical, coaching over 60 private bankers on new business development strategies. Prior to that, Ro managed UHNW relationships in wealth management at Goldman Sachs in the Mid-Atlantic region.

Ro received his bachelor’s degree from Cornell University and his MBA from the Tuck School of Business at Dartmouth College. He is currently on the governing board of Directors for Big Brothers/Big Sisters of Southeastern Pennsylvania and Southern New Jersey.

The person named above is both an investment adviser representative of SVB Wealth LLC (an SEC registered investment adviser), as well as a broker-dealer SVB Investment Services (member FINRA and SIPC). FINRA BrokerCheck

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