As a Relationship Manager with SVB Private Bank, Dave provides personal credit, deposit, and wealth management solutions to venture investors, private equity professionals and executives in the innovation economy. By developing a deep understanding of his clients’ financial objectives, Dave is able to tailor banking solutions to their needs
These tailored solutions include stock secured lending, deposit accounts, lines of credit, mortgage and home equity financing, as well as partner loans and capital call lines.
Dave has 13 years of banking and financial services industry experience. Before joining Silicon Valley Bank he was a Senior Vice President at Citi Private Bank. There, he worked to deliver financial solutions including lending, banking and wealth management to key influencers at top area law firms. Prior to Citi Private Bank, Dave spent several years leading teams at Citizens Bank. His work experience includes wealth advisory, commercial lending, business banking, personal banking as well as other, specialized fields in finance.
Dave earned a Bachelor’s degree in Business Administration from the Whittemore School at the University of New Hampshire. He is an Investment Advisory Representative holding the Series 66 license. Dave is active in several community groups, and has served on the boards of many non-profit organizations in the Boston area. An avid sports enthusiast, Dave resides in Waltham, MA with his wife and three children.
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