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Profile image for Lorraine Monick, CFA, CAIA, CFP®

Lorraine Monick, CFA, CAIA, CFP®

Relationship Manager

Private Bank | New York


Professional Summary

Lorraine Monick is a Relationship Manager where she is responsible for advising clients in the innovation sector on tax efficient investment strategies, managing unique assets including private holdings, spending policies, and concentrated stock management. Her capacity for understanding both the big picture and the fine details allow her to embrace the broad range of investment challenges and opportunities her clients face in managing, preserving and growing their wealth. Lorraine works closely with third-party estate, tax and insurance and philanthropy specialists to provide clients with customized solutions designed to achieve their wealth management goals.

Lorraine has over 20 years of investment experience. She previously served as Managing Director of Harris myCFO overseeing investment advisory services for the firm’s Silicon Valley clients and serving on the national Investment Strategy Committee. Lorraine also spent nearly a decade as the Senior Director, Portfolio Management, with BNY Mellon in the Pacific Northwest managing affluent client relationships, overseeing the delivery of investment services and serving on national strategic asset allocation and policy committees.

Lorraine is a graduate of the University of Victoria where she earned a BA in Economics, and a Masters of Public Administration. She is a CFA® charterholder, a Certified Financial Planner® Certificant, and a member of the CFA Society of San Francisco and CAIA Association.

The individual named here is both a representative of Silicon Valley Bank as well as an investment advisory representative of SVB Wealth Advisory, a registered investment advisor and non-bank affiliate of Silicon Valley Bank, member FDIC . Bank products are offered by SVB Private Bank, a division of Silicon Valley Bank. Products offered by SVB Wealth Advisory, Inc. are not FDIC insured, are not deposits or other obligations of Silicon Valley Bank, and may lose value.

Contact Information

The Fine Print


This material, including without limitation the statistical information herein, is provided for informational purposes only. The material is based in part upon information from third-party sources that we believe to be reliable, but which has not been independently verified by us and, as such, we do not represent that the information is accurate or complete. The information should not be viewed as tax, investment, legal or other advice, nor is it to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice, before making any investment decision. Nothing relating to the material should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Past performance is not a guide to future performance. Opinions and estimates are as of a certain date and subject to change without notice.

All material presented, unless specifically indicated otherwise, is under copyright to SVB Wealth Advisory, Inc. and its affiliates and is for informational purposes only. None of the material, nor its content, nor any copy of it, may be altered in any way, transmitted to, copied or distributed to any other party, without the prior express written permission of SVB Wealth Advisory, Inc. All trademarks, service marks and logos used in this material are trademarks or service marks or registered trademarks of SVB Financial Group or one of its affiliates or other entities.

©2018 SVB Financial Group. All rights reserved. Silicon Valley Bank is a member of FDIC and Federal Reserve System. SVB >, SVB Financial Group, Silicon Valley Bank, and Make Next Happen Now™, are registered trademarks. SVB Wealth Advisory, Inc. is a registered investment advisor and non-bank affiliate of Silicon Valley Bank and a member of SVB Financial Group. Products offered by SVB Wealth Advisory, Inc.:

Are not insured by the FDIC or any other federal government agency
Are not deposits of or guaranteed by a bank
May lose value


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