Nancy Trieu is director of SVB Asset Management (SAM) Portfolio Advisory and is based in New York City. She oversees a national team of portfolio advisors while also managing and servicing corporate client relationships in New York, New Jersey and Pennsylvania. Nancy enjoys managing relationships with clients and helping them achieve their investment goals.
Nancy joined SAM as a portfolio advisor in 2010, where she managed client relationships across the San Francisco Bay Area, Silicon Valley and the Southeast. Before joining SVB, Nancy held positions within the cash management group at Barclays Global Investors (now BlackRock) and in wealth management at UBS Financial Services.
Nancy earned her master’s degree in business administration with a concentration in management consulting at the University of North Carolina’s Kenan-Flagler Business School. During this intensive program, she pursued international studies with an emphasis on leadership, business innovation, entrepreneurship and emerging markets. In addition to her master’s degree, Nancy holds a bachelor’s degree in psychology from California State University, Long Beach, as well as a certificate in finance-investment management from the University of California, Berkeley. She holds her Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses through our affiliated broker-dealer, SVB Securities.
In her free time, Nancy loves to travel so she can experience new cultures and different perspectives around the world. To date, Nancy has visited more than 25 countries.