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As head of relationship management, Mr. Mehrotra leads a team of advisors nationally who deliver holistic wealth advice to clients in the innovation economy. He also supports efforts to recruit additional advisor talent to the Firm. Mr. Mehrotra is also an employee of BPW’s parent company, Silicon Valley Bank (“SVB”). As BPW is wholly owned by SVB, there are no conflicts related to Mr. Mehrotra’s status as a “dual” employee, rather, the “dual” status reflects his job functions and responsibilities as they relate to BPW’s and SVB’s respective wealth management activities, which are complementary.
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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