SVB Private, a division of First Citizens Bank, offers a full range of wealth planning, trust, investment management, banking and brokerage services designed for the specialized financial needs of entrepreneurs, executives and investors behind the world's most innovative companies. SVB Private's parent company, First Citizens Bancshares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com/private-bank. Investments are Not FDIC Insured. Not Guaranteed by the Bank and May Lose Value. Please contact client service at https://www.svb.com/private-bank/contact for all account questions. To ensure your information is secure, please do not include any personal account information in posts or messages. Comments are moderated and will be removed if they are off-topic or abusive.
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Inflation was surprisingly elevated in today's report, making the Fed’s job more difficult. We continue to expect the Fed to cut the federal funds rate, but today's report casts doubt on the first cut being in the near term. Read our full analysis here. https://bit.ly/3OJ8URA
Concerned about the markets during an election year? Be sure to watch First Citizens Bank's latest Making Sense market update to hear Brent Ciliano, CFA and Phillip Neuhart share their thoughts. Full video: https://lnkd.in/gpCFdiaF
SVB Private reposted this
First Citizens Bank today announced that Lisa Pattinson has joined its SVB Private business as director of specialty commercial credit solutions in the non-profit group. SVB Private is part of First Citizens Wealth, which serves high net-worth individuals, families and institutions, while also supporting the needs of innovation economy founders, leaders and investors with financial guidance and private and commercial banking capabilities. Based in the Boston area, Pattinson is managing a portfolio of credit facilities for a wide range of client relationships in the non-profit sector. She will be responsible for due diligence, underwriting, approval, and closing of credit facilities for new and existing clients. In addition, Pattinson will leverage her relationship banking experience to support existing relationships and cultivate new business in the non-profit sector. “Lisa joins our group with an established career in the Boston region and proven success in working with a variety of non-profit organizations providing complex financing and banking solutions,” said Gisela LoPiano, Head of Non-Profit Banking. “We are delighted to welcome Lisa to the team and look forward to her continued success as a senior officer in the non-profit group.” Pattinson joins First Citizens Bank with over 25 years of experience in banking. Her most recent role was at City National Bank/RBC, where she has worked since 2018. Prior to this, she held various roles in relationship banking at Santander Bank, Rockland Trust and BankBoston. First Citizens Wealth products and services are offered by First-Citizens Bank & Trust Company, Member FDIC.
Doing some last minute holiday shopping? The 2023 SVB Private Holiday Gift Collection features an exclusive selection of wine, tech gadgets and other products from our clients. Check it out here 👇
Before the year ends, it’s important to review your personal finances to ensure you don’t leave potential tax savings on the table. Read this article from our team for a look at how retirement contributions, charitable donations, Series I bond investments and other approaches can help ease your tax burden.
Excited to unveil the 2023 SVB Private Holiday Gift Collection! 🎉 The collection features gift ideas from a variety of our clients. Check it out for an exclusive selection of wine, tech gadgets and more.
Successful startup leaders need vision, commitment and work ethic to bring their innovation to life. Despite this, #founders often treat their salary as an afterthought. Check out our new infographic for helpful advice and a few numbers to consider when determining founder compensation. Learn more 👉 https://lnkd.in/gqzWc5fD
Thanks to everyone who tuned in for our QSBS Bootcamp! Hanson Bridgett LLP Partner Christopher Karachale joined SVB Private's Ann Lucchesi, CFP®, CEP Danielle Greene to lead an in-depth conversation about how recent market fluctuations are affecting Qualified Small Business Stock (QSBS) exemptions. Watch the full replay 👇
There are two types of equity compensation that are usually offered to startup employees: The Incentive Stock Option (ISO) and the Non-Qualified Stock Option (NSO). Check out our new infographic to learn more about the different types of startup stock options and how you can get the most out of your equity. 👉 https://lnkd.in/gaBgybR5 #startups #founders
#Startup founders, investors, and employees: If you have shares you acquired in a private company and have an upcoming liquidity event, your eligibility for Qualified Small Business Stock (QSBS) tax savings may have changed. Join us on 10/18 to hear Ann Lucchesi, CFP®, CEP, Danielle Greene and Hanson Bridgett LLP's Christopher Karachale discuss how recent market fluctuations are affecting QSBS exemptions. RSVP here: https://lnkd.in/gf2B-VMc First Citizens Bank Silicon Valley Bank