Prior to joining SVB, Thomas spent 7 years with Hall Capital Partners, an investment advisor in San Francisco, CA for ultra-high net worth families and institutions. During his tenure with Hall, he contributed in structuring, analyzing and managing portfolios with a balance of optimizing performance, tax efficiency, risk preference and account organization.
Thomas graduated from the Santa Clara Leavey School of Business with a BS in Finance and earned an MS in Financial Analysis from the University of San Francisco. Thomas holds the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations and is a member of the CFA Society San Francisco.
The individual named here is both a representative of Silicon Valley Bank as well as an investment advisory representative of SVB Wealth Advisory, a registered investment advisor and non-bank affiliate of Silicon Valley Bank, member FDIC . Bank products are offered by SVB Private Bank, a division of Silicon Valley Bank. Products offered by SVB Wealth Advisory, Inc. are not FDIC insured, are not deposits or other obligations of Silicon Valley Bank, and may lose value.
The Fine Print
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|Are not insured by the FDIC or any other federal government agency
||Are not deposits of or guaranteed by a bank
||May lose value|