Mike Ingoglia is a senior portfolio advisor for SVB Asset Management (SAM) and is based in Santa Clara. With a keen eye on capital preservation and liquidity, Mike helps companies establish prudent investment strategies for their cash needs. He has a passion for developing strong relationships with his clients, and he achieves this by partnering with them at every step: from helping to tailor client investment policies and understanding the client portfolio structure and risk to helping clients with accounting and compliance issues and managing their investment accounts. In addition, Mike has strong expertise in money market funds. In fact, he’s become a go-to resource on the topic for SAM clients.
Since joining SVB in 2000, Mike has helped scores of technology and life science companies at all stages achieve their investment goals. Throughout his years at the bank, Mike has held a variety of positions, including that of investment consultant, relationship advisor manager, head of client advisory services for the Western Division and head of service fulfillment. Always up for the next challenge, Mike looks forward to helping his clients solve whatever investment challenges come their way.
Mike studied business in college. In addition, he holds his Financial Industry Regulatory Authority (FINRA) Series 7, 66 and 24 securities licenses through our affiliated broker-dealer, SVB Securities.
Mike lives with his wife and two sons in San Jose, California, where he is active in several charity organizations. When not at work, he enjoys spending time with his family, especially when sand and sea are in the picture. He has a passion for music, which he is passing on to his boys, and he plays drums in an eclectic rock band.