SVB Asset Management
Tony Vicari is a senior investment consultant for SVB Asset Management (SAM) and based in Southern California. He and his colleagues lead the business development strategy that positions SVB Asset Management’s liquidity investment management capabilities to meet the ever-evolving demands of the bank’s corporate cash management clients. In this role, he identifies the products and services that can best help satisfy clients’ cash and liquidity management needs, which span across banking and investment management platforms for early- to late-stage enterprises. He is focused on helping clients preserve capital, satisfy liquidity needs and optimize return so clients can concentrate on their core business.
He enjoys learning about clients’ businesses and what drives them. He is most excited about working side by side with clients to come up with the most appropriate products and services that meet their business objectives.
Tony has more than 10 years of experience in the investment advisory space that has included working with both institutional and private clients and worked with registered investment advisory firms including Capital Advisors Group during the credit crisis period.
He holds a bachelor’s degree in finance and entrepreneurial studies from Babson College and the Financial Industry Regulatory Authority (FINRA) Series 65 securities license through our affiliated broker-dealer, SVB Securities.
He has served as President of the Association of Financial Professionals in San Diego and is an alumni member of the Association of Bioscience Financial Officers. Some charitable organizations that Tony supports include Habitat for Humanity and Center Club Cares, a donor-advised fund for charities in Orange County. He is married with two sons and as a family, they enjoy hiking, biking and genealogy research.
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