REGION:
Get started with SVB

Are you an innovation company or investor seeking banking services to help you move bold ideas forward, fast?

Let's get started

Existing SVB clients

Get quick answers from our support page.

For help with commercial cards
1.866.553.3481
cardservices@svb.com

For other questions contact Client Service:

1.800.774.7390
clientservice@svb.com

Find a location

Technical or site issue?

Profile image for Stephanie Montoya

Stephanie Montoya

PORTFOLIO ADVISOR

SVB Asset Management

Professional Summary

Stephanie Montoya is a portfolio advisor for SVB Asset Management (SAM). Based in the New York City office, Stephanie works with companies in the innovation economy and takes great pride in being an advocate for the groundbreaking work they are doing. Her 15-plus years of financial services experience has made her a steady and confident ally to her clients as she helps them protect, accumulate and preserve their assets.

Building lasting client relationships has long been a passion for Stephanie. She joined SVB in 2014 as a relationship advisor. In this role, she managed new client onboarding and existing client relationships for the New York corporate finance portfolio, which included innovative clients at all life stages. Prior to that role, Stephanie served clients with a high net worth at Morgan Stanley Private Bank, where she worked as a lending product support specialist and an associate private banker. Stephanie has also worked in wealth management at Merrill Lynch. And she launched her career as a personal banker at Wells Fargo Bank while earning her bachelor’s degree from the University of Denver, where she majored in finance with a minor in accounting and economics.

In her spare time, Stephanie loves to cook, travel and experience the great outdoors, enjoying such outdoor activities as hiking, camping and snowboarding. As a certified holistic health counselor, essential oil wellness advocate and avid practitioner of yoga, Stephanie is also passionate about fitness and well-being.

Contact Information

Now Let's Get Started

See how SVB makes next happen now for entrepreneurs like you.

Connect with Us