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Stewart Preziose is a private wealth advisor for SVB Private, based out of the San Francisco office. In his role, he serves clients with dynamic financial planning and customized investment management expertise. Stewart has more than 10 years of experience working closely with high net worth, family office and corporate executive clients. His unique skills empower clients with a valuable perspective on wealth creation.
Before joining SVB Private, Stewart cultivated client relationships at global and boutique wealth management firms, including Kayne Anderson Rudnick, Chequers Financial Management and BNY Mellon Family Office.
Stewart earned a bachelor’s degree in economics from Wheaton College.
He lives in the San Francisco Bay Area with his wife. When he is not working, Stewart enjoys active travel, skiing, sharing good food and wine with friends.
The person named is an investment adviser representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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