Vishal is a Senior Managing Director at SVB, working with ultra-high-net-worth multigenerational families, family offices, foundations, and endowments in the San Francisco Bay Area.
Before joining SVB, Vishal held leadership roles at JP Morgan, Citi, Bank of America Private Bank, and Abbot Downing, working closely with real estate entrepreneurs, high technology leaders, venture capitalists, and private equity principals.
Vishal has spent over 25 years providing clients with a broad array of wealth management offerings, including private investment management, concentrated and restricted stock strategies, trust and estate planning services, customized lending solutions, and philanthropic planning strategies. He underscores the importance of a long-term, cohesive approach to wealth management.
Vishal holds an M.B.A in Finance from Long Island University, a B.A. in Commerce, and an M.A. in Management from Delhi University. He has completed the Wharton School Executive Education Leadership program for Finance and Wealth Management at the University of Pennsylvania.
Vishal is a member of the President’s Leadership Council of the Asia Foundation and serves on the Investment Committee of the Asian Art Museum in San Francisco. He co-authored a chapter on “Private Banking and Wealth Management” for a textbook for the Frankfurt School of Finance and Management.
Vishal resides with his wife and son in Berkeley.
The person named above is an investment adviser 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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