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Tom Anderson serves as a Private Wealth Advisor. Tom oversees SVB Private’s wealth advisory teams in the New England region, ensuring that new and existing clients receive the highest quality wealth management experience. He is also a member of the SVB Private Wealth’s executive leadership team.

Prior to his current role, Mr. Anderson served as Chief Operating Officer (2018-2019) and as the firm’s first Chief Investment Officer (2011-2018).

Mr. Anderson has been a member of the financial services community since 1990. Immediately prior to joining SVB Private, he was the head of a global strategy and research for the ETF business at State Street Global Advisors. Additionally, Mr. Anderson led the investment team for the Charitable Asset Management group at State Street Global Advisors, with responsibility for setting asset allocation strategy and managing charitable-gift portfolios for the firm’s planned giving business.

Mr. Anderson is a graduate of Colgate University in Hamilton, New York, where he received a Bachelor of Arts degree. He also earned a Master of Business Administration from SVB College. He holds the Chartered Financial Analyst® designation and is a member of CFA® Institute and the SVB Securities Analysts Society.

The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov

For more information about professional designations, click here

SVB Private Wealth Promotes Tom Anderson to Chief Operating Officer and Shannon Saccocia to Chief Investment Officer

5/15/18

Shannon Saccocia has been named Chief Investment Officer (CIO) of SVB Private Wealth, and Tom Anderson as Chief Operating Officer (COO) of SVB Private Wealth. Ms. Saccocia most recently served as Chief Investment Strategist, and Mr. Anderson previously served in dual roles as CIO and COO.

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