Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Tom Anderson | M | - |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 10 years |
| Fergus M. Clydesdale | M | 87 |
University of Massachusetts
| 20 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Barbara Jean Cummings | F | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | - |
| Robert Glenn Pavlik | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 3 years |
| Bryan Paul Keller | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 3 years |
| William Everett Dodge | M | - |
University of Massachusetts
| 34 years |
| Kaltra Kamberi | F | - |
University of Massachusetts
| 6 years |
| Grant Kristofek | M | - |
University of Massachusetts
| 6 years |
| William Yang | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 2 years |
| Michael John Wilson | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 4 years |
| David McLaughlin Goss | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 4 years |
| Anthony G. DeChellis | M | 61 |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 4 years |
| Evan Campbell | M | - |
University of Massachusetts
| 8 years |
| Keith R. Elflein | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 4 years |
| Robert Harold Kjellman | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | - |
| Matthew Brown | M | 42 |
University of Massachusetts
| 4 years |
| Kelly C. McKernan | F | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | - |
| Danielle Pride | F | - |
University of Massachusetts
| 5 years |
| Marilyn Holt-Smith | F | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | - |
| Shara Adilova | M | 45 |
University of Massachusetts
| 6 years |
| Michelle Torchia | F | - |
University of Massachusetts
| 2 years |
| Jeffrey A. Mehlman | M | - |
University of Massachusetts
| 2 years |
| Zhong Yuan Zhu | M | 54 |
University of Massachusetts
| 3 years |
| Travis James Gross | M | - |
University of Massachusetts
| 5 years |
| Joan F. Flanagan | M | - |
University of Massachusetts
| 3 years |
| Jo Ann M. Gora | M | 78 |
University of Massachusetts
| 3 years |
| Melissa A. Lockett | F | - |
University of Massachusetts
| 4 years |
| Candice Kakar | F | - |
University of Massachusetts
| 4 years |
| Amy Ko | F | - |
University of Massachusetts
| 5 years |
| Juan E. Avendano | M | - |
University of Massachusetts
| 4 years |
| Todd Garland | M | - |
University of Massachusetts
| 4 years |
| Alexander Gomez | M | - |
University of Massachusetts
| 14 years |
| Adam Connor | M | - |
University of Massachusetts
| 4 years |
| Kris Carver | M | - |
University of Massachusetts
| 4 years |
| Luke Matton | M | - |
University of Massachusetts
| 4 years |
| Laura McDonough | F | - |
University of Massachusetts
| 4 years |
| Brennan Michael Jones | M | - |
University of Massachusetts
| 4 years |
| Myles Allen Grenier | M | - |
University of Massachusetts
| 3 years |
| Jacob Gordon | M | - |
University of Massachusetts
| 4 years |
| Christman Michael | M | - |
University of Massachusetts
| 4 years |
| Fran Peters | M | - |
University of Massachusetts
| - |
| Jeremy Holtz | M | - |
University of Massachusetts
| 4 years |
| Matan Amir | M | 46 |
University of Massachusetts
| 4 years |
| Jessica Botelho | F | - |
University of Massachusetts
| 4 years |
| Yi Zhong | M | 51 |
University of Massachusetts
| 2 years |
| Kyle Marshall | M | - |
University of Massachusetts
| 4 years |
| Noiel Brill | M | - |
University of Massachusetts
| 2 years |
| Jennifer Andersen | F | 37 |
University of Massachusetts
| 4 years |
| Xue Nan Li | M | 47 |
University of Massachusetts
| 3 years |
| Yue Lei Shen | M | - |
University of Massachusetts
| 3 years |
| Ryan McGrail | M | - |
University of Massachusetts
| 4 years |
| Matthew Tetreau | M | - |
University of Massachusetts
| 4 years |
| Rayan Fayez | M | - |
University of Massachusetts
| 4 years |
| Nathan Chesley | M | - |
University of Massachusetts
| 4 years |
| Tim Reardon | M | - |
University of Massachusetts
| 4 years |
| Gabriel Cohn | M | 65 |
University of Massachusetts
| 2 years |
| Angela Sodano | F | - |
University of Massachusetts
| 5 years |
| Marc Touchette | M | - |
University of Massachusetts
| 4 years |
| Eric Wisman | M | - |
University of Massachusetts
| 3 years |
| Earl Masters Foster | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 5 years |
| Doug B. Lancey | M | - |
University of Massachusetts
| 4 years |
| Meagan Swanson | F | - |
University of Massachusetts
| 4 years |
| Annie Tummino | F | - |
University of Massachusetts
| 4 years |
| Peter Trovato | M | - |
University of Massachusetts
| 4 years |
| Matt Penney | M | - |
University of Massachusetts
| 4 years |
| Jennifer Leonard | F | - |
University of Massachusetts
| 4 years |
| Dave Melevsky | M | - |
University of Massachusetts
| 2 years |
| Thomas N. Heydorff | M | - |
University of Massachusetts
| 4 years |
| Thomas Weisman | M | - |
University of Massachusetts
| 2 years |
| Michael J. Houy | M | - |
University of Massachusetts
| 4 years |
| Stephen R. Levy | M | - |
University of Massachusetts
| 3 years |
| William Edward Greener | M | - |
University of Massachusetts
| 3 years |
| Benjamin H. Rockmuller | M | - |
University of Massachusetts
| 2 years |
| David Newton Bottoms | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 4 years |
| Steven Perry Chapman | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 2 years |
| Alicia M. André | F | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 1 years |
| Thomas Manning | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 1 years |
| Mark Mahoney | M | - |
University of Massachusetts
| 4 years |
| Michael Guy Blackmon | M | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 2 years |
| David Gudek | M | - |
University of Massachusetts
| 4 years |
| Lauren L. Kauders | F | - |
University of Massachusetts
| 4 years |
| Godelieve L. J. Mertens | F | - |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 4 years |
| Justin H. Garrison | M | - |
University of Massachusetts
| 4 years |
| Stephanie C. McGuinness | F | - |
University of Massachusetts
| 5 years |
| Jessica Mozdiez | F | - |
University of Massachusetts
| 4 years |
| Andrew Dunham | M | - |
University of Massachusetts
| 4 years |
| Jesse Morgan | F | - |
University of Massachusetts
| 4 years |
| Josh Ginsberg | M | - |
University of Massachusetts
| 4 years |
| Mike Nobil | M | - |
University of Massachusetts
| 4 years |
| Zachary Fadem | M | - |
University of Massachusetts
| 4 years |
| Thomas Patrick Craven | M | - |
University of Massachusetts
| 3 years |
| Frank McNamara | M | - |
University of Massachusetts
| 3 years |
| Adam E. Souliere | M | - |
University of Massachusetts
| 4 years |
| Robert Conley | M | - |
University of Massachusetts
| 4 years |
| William M. Bulger | M | 90 |
University of Massachusetts
| 7 years |
| John Aiello | M | - |
University of Massachusetts
| 4 years |
| Can Wu Hu | M | 48 |
University of Massachusetts
| 3 years |
| Carole A. Billington | F | - |
University of Massachusetts
| 4 years |
| John McCabe | M | 55 |
University of Massachusetts
| 4 years |
| Marc K. Piccuirro | M | - |
University of Massachusetts
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Ryan B. McQuilkin
- Personal Network
