Mark is a valuable advisor and resource to his clients. He works closely with his clients along with affiliated and third-party specialists on complex issues involving estate planning, wealth diversification, shareholder liquidity events, valuation, tax issues, and other personal wealth considerations.
Mark’s 25+ years of banking and financial industry experience includes commercial banking, private banking, and wealth advisory. Before joining Silicon Valley Bank, he was Regional Manager of Private Banking at Union Bank where he led a team delivering integrated private wealth solutions encompassing credit, asset management, fiduciary and depository services. Prior to that Mark's career included time with Merrill Lynch, US Bank, and City National Bank. His work experience includes commercial banking, capital markets, wealth advisory, corporate finance and investment banking.
Mark has a bachelor’s degree from the University of Oregon and MBA from the University of Washington. He is active in professional and community groups, having served on the boards of several non-profit and community organizations in California and the Pacific Northwest.
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
Private Bank | Northern CA VC/PE