Based in Boston, Massachusetts, Casey Paton is a private wealth advisor who provides customized financial advice to successful individuals and their families. By developing a complete understanding of each individual’s unique situation—from a business and personal perspective, Casey creates and implements a flexible road map that helps each client meet their financial goals. The opportunity to partner with inspiring individuals during a vital part of their life journeys is what motivates him at his job every day.
Before joining SVB, Casey spent 14 years working at State Street Global Advisors, Credit Suisse and Merrill Lynch. 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 the founding of his own venture Encore Apparel Company - a socially responsible clothing brand.
Casey received a bachelor’s degree in finance from Villanova University and a master’s degree in finance from Boston College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston. In 2023, Casey was awarded the Certified Financial Planner (CFP) designation.
In addition to his responsibilities at SVB, Casey is a member of the Board of Directors of Ukulele Kids Club, a nonprofit organization that provides instruments to kids at hospitals across the country. He resides in Lynnfield, Massachusetts, with his wife and their two young boys. When he’s not in the office, he’s out running or on the local sports fields coaching youth sports. He’s an avid baseball fan and, over the years, has built an extensive baseball card collection.
The person named above is a representative of Silicon Valley Bank as well as an investment advisor 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