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

Lorraine Monick, CFA, CAIA, CFP®

Relationship Manager

Private Bank | New York

Office


Professional Summary

Lorraine Monick, Managing Director/Relationship Manager with SVB Private Bank and Wealth Advisory, specializes in working with clients with dynamic balance sheets comprised of liquid and non-liquid assets who are seeking an optimized wealth plan. Lorraine’s expertise includes integrating tax, estate and investment strategies with risk management principles and long-term financial planning. Lorraine finds her work as a fiduciary most rewarding when she can help families with complex balance sheets develop a sense of financial control and ease by helping them develop and implement customized plans that achieve the family’s goals, maximize after tax wealth and minimize financial risks.
 
Lorraine joined SVB Wealth Advisory in 2013 following 14 years of leadership experience working with affluent and ultra-affluent taxable investors. She previously served as Managing Director of BMO Harris myCFO, leading investment advisory services for the firm’s Silicon Valley technology sector clients and serving on the national Investment Strategy Committee. Lorraine also spent nearly a decade with BNY Mellon in the Pacific Northwest serving as the Senior Director, Portfolio Management, where she managed large client relationships, led the portfolio management team delivering investment services, and served on national strategic asset allocation and policy committees.
 
Lorraine earned a BA in Economics, and a Master of Public Administration degree from the University of Victoria. She also holds the Chartered Financial Analyst®, Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner™ (CFP®) designations.  Lorraine is a member of the New York Society of Security Analysts, and the national CFP and CAIA Associations.


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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