Profile image for Elisabeth Mohr

Elisabeth Mohr

Portfolio Manager

Private Bank

Office


Professional Summary

Elisabeth Mohr is a portfolio manager at SVB, where she provides portfolio construction, asset allocation and manager due diligence and analysis for founders, executives and investors in the innovation economy. Elisabeth incorporates her clients’ complex balance sheets into customized long-term investment strategies to help them achieve their goals and find financial success. She is at the forefront of gender lens investing and is passionate about environmental, social and governance (ESG) and impact investing.

Elisabeth has 16 years of investment experience. Prior to joining SVB, she was a vice president at Northern Trust, where she worked as a portfolio manager in their wealth management group, working with trust clients, alongside high-net-worth families. Elisabeth has also spent time at U.S. Trust (now Bank of America Private Bank) and Dimensional Fund Advisors (DFA). She holds a Bachelor of Arts in economics with a minor in mathematics from Saint Mary’s College in Notre Dame, Indiana.

Contact Information

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