Private Bank | Northern CA
Kevin’s clients rank among the most innovative investors and entrepreneurs, and he thrives on meeting their unique and ever-changing needs with tailored wealth advice and flexible banking solutions.
When Kevin joined SVB in January 2019, he brought with him a passion for delivering quality wealth advice and exceptional client service — talents he honed through his 13-plus years of experience in private banking and wealth advisory. Before relocating to California, Kevin lived in Australia for 10 years where he was a private banker and director at Westpac Private Bank. During this time, he led a team of bankers while providing lending and investment solutions to high-net-worth and family office clients. But don’t go polishing up your Australian accent yet, as Kevin originally hails from Dublin, Ireland. He received his B.Comm degree in banking and finance from the University College Dublin (UCD), his master’s degree in business from UCD Smurfit Graduate Business School and is a Series 66 and Series 7 license holder.
In his spare time, Kevin is an avid golfer, terrible surfer and loves to travel with his family.
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