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Meeta Kapadia

Director, Client Development

SVB Asset Management

Office


Professional Summary

Meeta Kapadia is a director of client development for SVB Asset Management (SAM) and based in Boston. In this role, her emphasis is helping build SVB Asset Management’s market presence in tech and life sciences in SVB’s major markets as a trusted investment advisor for clients, VCs and other industry partners. Meeta also works in a strategic capacity with internal bank partners to lead investments-related client events and initiatives. In this role, Meeta draws on her experience in both finance and early-stage startups. 
 
After college, she spent a year working in micro lending with women in villages throughout India. Meeta 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 and she began her current role in October 2016.
 
Meeta holds the FINRA Series 7 and 63 licenses through our affiliated broker-dealer, SVB Securities. She 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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