Tony Vicari

Tony Vicari is a senior liquidity advisor based in Southern California. He and his colleagues lead the client relationship and business development strategy that positions SVB’s liquidity products and 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 building and strengthening relationships with clients and 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 13 years’ experience in the investment advisory space that has included working with both institutional and private clients. He has also worked with registered investment advisory firms including Capital Advisors Group during the credit crisis of 2008. He holds a bachelor of science degree with a concentration in finance and entrepreneurial studies from Babson College.

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 United Cerebral Palsy of Orange County and Center Club Cares, a donor-advised fund that supports charities in Orange County. He is married with two children and as a family, they enjoy hiking, biking and genealogy research.