Winnie Yam is a vice president II, private wealth advisor for SVB Private, a division of First Citizens Bank, in the San Francisco Bay Area. She works with high-net-worth clients to develop, manage and monitor their investment needs. Winnie is passionate about providing white glove service to her clients and helping them to pursue their goals.
Winnie joined SVB Private with over 20 years’ experience in financial services and private banking. Winnie began her career as a personal banker at Bank of America. From there, she served in a variety of banking and investment roles at the Northern Trust Company. She has a deep understanding of the interrelated factors affecting lending, trust and investment relationships.
Winnie holds a bachelor’s degree in business administration with a focus in finance and banking from San Francisco State University and is a Certified Financial Planner™ (CFP®). Winnie is active in her community as the co-chair of the advisory board for the Chinatown YMCA of San Francisco.
Winnie lives with her family in the Bay Area. Outside of the office, she enjoys running, hiking, international travel and spending time with her two sons.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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