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Meeta Kapadia

MANAGING DIRECTOR, Client Development

SVB Asset Management

Office


Professional Summary

Meeta Kapadia is a managing director of client management for SVB Asset Management (SAM) and is based in Boston. In this role, she oversees a national team of client managers who coordinate and lead client relationship strategy while providing clients with guidance on their investment reporting and high-touch service on their day-to-day investment portfolio needs. She draws on her experience in both finance and early stage startups to work in a strategic capacity and alongside her team to help clients succeed.

After college, Meeta spent a year working in micro lending with women in villages throughout India. She returned to the United States to become an investment banking analyst at Cohen & Steers and later a relationship manager at Bank of America. During almost four years as the vice president of client strategy at J.P. Morgan Asset Management, she oversaw account management and marketing for two large real estate private placement funds.

Moving to startups, she served as director of operations at Lot18 where she helped build the member services, logistics and account management teams for this early stage VC-backed e-commerce company. Meeta joined SVB Asset Management as senior portfolio advisor in 2012. In October 2016, she shifted her focus to business development and client relationship for SAM as a director of client development. Meeta began her current role in April 2019.

Meeta has a bachelor’s degree in history from the University of Virginia, where she was an Echols Scholar graduating with distinction, and a master’s degree in public administration from New York University.

Meeta lives in Needham, MA with her husband and two daughters and enjoys playing tennis and being outdoors in her spare time.

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