Casey Paton

Casey Paton is a vice president with Silicon Valley Bank, specializing in customized financial advice and recommendations for successful individuals and their families. By fully understanding the unique situation of each individual — both from a business and life perspective — Casey develops and implements sophisticated, yet flexible, road maps to help clients meet all their financial goals. The opportunity to partner with such inspiring individuals on an important part of their life journey is what motivates him each day.

Before joining SVB, Casey spent 12 years working at State Street Global Advisors and Credit Suisse. His personal investment experience ranges from building cost-efficient and diversified portfolios, to trading individual stocks and bonds, to investing in real estate and private placements. Casey is passionate about entrepreneurship as demonstrated by his own venture as founder of Encore Apparel Co., a socially responsible proprietary clothing company.

Casey holds a bachelor’s degree in finance from Villanova University and a master’s degree in finance from Boston College. He currently holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston.

In addition to his day-to-day responsibilities at SVB, Casey is on the board of directors of Ukulele Kids Club, a nonprofit organization whose mission is to provide instruments to kids at various hospitals across the country. He resides in Lynnfield, Massachusetts, with his wife and their two young boys. When he’s not in the office, you might find him out for a run or on the local sports fields coaching youth sports. He’s an avid baseball fan and over the years he’s built quite an extensive baseball card collection.

The person named above is both a representative of Silicon Valley Bank as well as investment advisory and broker-dealer representative of SVB Wealth Advisory. SVB Wealth Advisory (member FINRA and SIPC; SEC-registered investment adviser) offers brokerage and investment management products and services, and is a wholly-owned, non-bank subsidiary of Silicon Valley Bank.

Investment products are offered by SVB Wealth Advisory and are:

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

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Vice President

Private Bank