Ethel Sougarides is a senior portfolio advisor with SVB Asset Management (SAM), based in Boston, where she manages existing SAM client relationships. With a steadfast goal of providing the highest level of service, Ethel thrives on educating clients at different stages in their life cycles and working with them to create custom strategies that evolve as their needs change.
Throughout Ethel’s 18-plus years at SVB, she has found it particularly rewarding to have served as a key player since SAM’s inception and in the subsequent growth of SAM. Ethel first joined SVB in 2000 as a sales associate with SVB Securities in Boston. In 2003, when SAM was established, she served as the unit’s first portfolio advisor on the East Coast that focused on the Northeast and Southeast markets. In 2006, she left Boston to be part of the nascent SAM team in New York City (NYC). At that time, she was only one of six employees in the office, as the NYC tech ecosystem was still in its infancy. When she returned to Boston a decade later, the number of employees in the NYC office had increased to more than 40, thanks to the high growth of the area’s innovation sector companies and SAM’s expertise in serving their needs.
Before joining SVB, Ethel served as a sales associate in institutional sales at Brown Brothers Harriman. Earlier in her career, she worked at Thomson Financial Services. Ethel holds her Financial Industry Regulatory Authority (FINRA) Series 7 license through our affiliated broker-dealer, SVB Securities. She holds a bachelor’s degree from Boston College and spends her free time with family and friends. Ethel also enjoys traveling.