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Adriana Valdez, CFA

Senior Client Manager

SVB Asset Management

Office


Professional Summary

Adriana Valdez, CFA, is a senior client manager for SVB Asset Management (SAM) and is based in San Francisco. She coordinates and leads client relationship strategy while providing clients with guidance on their investment reporting and high-touch service on their day-to-day investment portfolio needs. She is thrilled to be working with clients in the innovation economy and with her extensive experience in investment services, she is excited to help clients reach their business goals by meeting their investments needs.

Before joining SVB, she worked at Wells Fargo Asset Management for eight years serving in several different roles. That included being a client relations director covering Latin American and Asian institutional clients, an associate client relations director supporting the corporate, endowments and foundations client relations practice, and an associate director for the Wells Fargo Fund Management Group working on the sales team distributing money market and short-term bond funds throughout the West coast. She began her investment career in 2006 as a financial advisor at AXA Advisors, and served in similar positions at U.S. Bancorp Investments and Chase Investments Services.

Adriana holds a bachelor’s degree in international business with an emphasis in international business finance and French from San Diego State University. She is also a member of the CFA Society of San Francisco. Being a native speaker of Spanish, she also studied French for over 10 year and Italian for 3 years.

While not working, she loves to travel, practice Bikram Yoga, spend time with family and friends, and volunteer at various non-profit organizations, in particular the San Francisco-Marin Food Bank.

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