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Winnie joined SVB Private, in 2021 as a Private Wealth Advisor. She brings almost 17 years of investment experience, servicing high net worth individuals and families in the Bay Area. Her banking career began in 2003 at Bank of America and then moved to Northern Trust originally also as a banker before moving to the investment group, which gives her a deep understanding of many interrelated factors of lending, trust, and investment relationships.
She is a graduate of San Francisco State University with a BS in Business Administration Degree focusing in Finance and Banking. Winnie obtained her Certified Financial Planner (CFP®) designation in 2016.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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