Vincent Capolupo, CIMA
Private Bank | Boston
Vincent Capolupo is a portfolio manager with SVB Private Bank. Based in the Greater Boston area, Vinny is a trusted advisor to his clients, who seek out his expertise on portfolio construction and asset allocation. In this role, he thrives on discussing goals to help clients stay on track during each phase of their ever-changing financial lives. Vinny analyzes and monitors the soundness of potential investment strategies across a wide range of asset classes.
Prior to joining SVB, Vinny managed portfolios for high-net-worth clients with Morgan Stanley. During his 13 years there, he gained a passion for providing each client with individualized and holistic financial planning advice. Vinny graduated from Saint Anselm College in Manchester, New Hampshire, with a bachelor’s degree in business. He earned the Certified Investment Management Analyst (CIMA) certification through the Wharton School of Business at the University of Pennsylvania. He has passed his Series 7, 63 and 65 licenses from the Financial Industry Regulatory Authority (FINRA).
Vinny lives in the Boston area, where he enjoys spending free time with his family and friends. Not surprisingly, this Massachusetts native can often be found cheering on the local Boston sports teams.
The person named above is both a representative of Silicon Valley Bank as well as investment advisory and broker-dealer representative of SVB Wealth Advisory. SVB Wealth Advisory (member FINRA and SIPC; SEC-registered investment adviser) offers brokerage and investment management products and services, and is a wholly-owned, non-bank subsidiary of Silicon Valley Bank.
Investment products are offered by SVB Wealth Advisory and are:
Not FDIC Insured
Not Bank Guaranteed
May Lose Value