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Mary Toomey, CFP®

Relationship Manager

Private Bank | Northern CA

Office


Professional Summary

Mary Toomey is a Managing Director and Relationship Manager with SVB Private Bank. She specializes in providing personal banking and wealth advisory services primarily to the families of GP’s/investing professionals of venture and private equity firms as well as CEO/founders of the innovation economy. Her background and experience offers an insightful and deep understanding not only of her clients’ businesses, but of their personal income structures and balance sheet complexities as well. She uses a consultative approach to understand each client’s financial opportunities, challenges and needs, and then identifies innovative private banking solutions and financial planning concepts designed to enhance their personal financial success.

Mary has been working with emerging growth companies, entrepreneurial leaders and investors since arriving at Silicon Valley Bank in 1993. Prior to joining SVB Private Bank in 1996, she worked in SVB’s technology division, providing a full range of commercial banking products and services to venture-backed companies operating in the technology and life science industries.

Before relocating to California, Mary spent 12 years with Barclays Bank of NY (as predecessor to The Bank of NY) working in middle market commercial and real estate lending. She holds a Bachelors Degree in Business Management from Simmons College, Boston, MA. She has held her Certified Financial Planner (CFP®) certification since 2004. Mary has been involved with fundraising and recruitment efforts for the Leukemia & Lymphoma Society’s Team in Training program since 1997.

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.

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