Whether she’s helping clients prepare for IPO and M&A events, navigating a complex balance sheet to build a multi-family office or constructing long-term investment plans, Cassandra takes immense pride in providing personalized, dynamic and multifaceted client service.
Before joining SVB, Cassandra served as a private banker at J.P. Morgan Private Bank and Comerica Bank. Earlier in her career, Cassandra spent several years in philanthropy at the Office of Development at Stanford University, and helped launch the Life Sciences Foundation, now part of the Chemical Heritage Foundation.
Cassandra holds a bachelor’s degree in Economics from UCLA, a master’s degree in Public Administration from Harvard University and an MBA from UCLA’s Anderson School of Management.
On weekends, Cassandra and her family enjoy tennis and skiing. She also loves cheering her daughters on at plenty of soccer matches.
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
Private Bank | Southern CA