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SVB and First Citizens Wealth invites you to join investors and founders on the Pickleball Court!
The address will be disclosed upon confirmed registration.
The private group class event will take place in the afternoon on Monday, October 7th. After your energizing workout, we invite you to stay and socialize with fellow investors and founders.
We look forward to seeing you there!
Please note the event has limited capacity and is by invitation only.
Register today to join us for this event!
Questions? Please contact Donna Schooley at dschooley@svb.com.
Please note: First Citizens Wealth(a Division of First Citizen's Bank) reserves the right to use any photography/video taken at any SVB event without the expressed written permission of those included within the photograph/video in publications or other media material produced, used or contracted by SVB including but not limited to: brochures, invitations, books, newspapers, magazines, television, websites, etc. By registering to this event, you are consenting to the use of photos/videos taken at the event.
Julian brings 15 years of experience working with high growth transformative tech companies and is currently a managing director leading a team focused on pre-public frontier technology or deep tech companies. His responsibilities include client relationship management, sales, and risk management for venture-backed technology companies across the Silicon Valley and greater San Francisco area.
Prior to joining SVB at the end of 2008, Julian was a professional soccer player in Major League Soccer (MLS). Julian played for the San Jose Earthquakes and for the Houston Dynamo, where he won an MLS Cup championship.
Max Ortiz is a Private Wealth Advisor for First Citizens Wealth in San Francisco. His areas of focus include pre- and post-IPO investment and liability strategies, concentrated and restricted stock and liability management, and tax mitigation planning. With more than 12 years of experience advising investors, entrepreneurs, founders and tech executives, Max finds purpose in simplifying his clients’ financial lives and helping them embrace best practices so that they can grow and preserve their wealth for future generations.
Prior to joining SVB, Max served as a senior vice president at Bank of America Private Bank, assisting clients with their investment management, credit, estate planning and banking needs. In this role, he excelled in supporting the financial needs of high-net-worth families and institutional clients by providing wealth management services to help clients navigate the intricacies of investment strategy, portfolio structuring, liability management and generational planning. Max previously worked in the portfolio management division at Hall Capital Partners, a multi-family office, that specialized in alternative assets and started his career at a fixed income asset management firm.
Max earned a B.A. in politics from the University of California, Santa Cruz in June 2009. At UC Santa Cruz, Max was a four-time NCAA national champion while earning All-American honors in tennis. He’s an avid surfer and golfer, as well as an active board member of the Tennis Coalition of San Francisco and the UC Santa Cruz Alumni Council. Max lives in San Francisco with his wife and two young children and enjoys exploring the city with his family.
The person named above is a representative of First Citizens Wealth as well as an investment advisor representative of SVB
Wealth LLC (an SEC registered investment adviser), and a broker-dealer representative of SVB Investment Services (member
FINRA and SIPC).
Ashley Williams is a managing director for First Citizens Wealth, where her focus is connecting Silicon Valley Bank’s early stage clients to the resources at SVB and First Citizens Wealth.
She has a passion for working with early-stage founders and helping to make it easier for them to spend time and energy on the foremost facets of their lives — personal and professional.
Ashley believes that First Citizens Wealth can help founders make a difference in the world and provides education and facilitation of meaningful connections in the innovation ecosystem.
This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation, or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant, or guarantee that it is accurate or complete.
Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value. They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. Past performance does not guarantee future results. Asset allocation, dollar cost averaging, and diversification do not guarantee a profit or protection against loss. There is no guarantee that a strategy will achieve its goal.
About the Entities, Brands and Services Offered
First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc. and is used for private banking, lending, brokerage and wealth management and investment advisory services offered by: First-Citizens Bank & Trust Company, First Citizens Investor Services, Inc. (“FCIS”), First Citizens Asset Management, Inc. (“FCAM”), and SVB Wealth LLC (“SVBW”). All entities are affiliated and are under common control of First Citizens BancShares, Inc., a bank holding company.
Brokerage products and services are offered through FCIS, a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, FCAM and SVBW, SEC registered investment advisers. (SEC registration does not imply a certain level of skill or training.) Certain brokerage and advisory products and services may not be available from all Investment Professionals, in all jurisdictions, or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender and SVB, a division of First-Citizens Bank & Trust Company.
SVB Private is a marketing brand for the private banking, lending, brokerage, wealth management and investment advisory services offered by SVBW and Silicon Valley Bank, a division of First-Citizens Bank & Trust Company.
All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941.
Regulatory and Compliance Information
First Citizens Wealth is dedicated to fostering long-term relationships built on trust, transparency, and a commitment to excellence. We believe that by understanding and addressing potential conflicts of interest, we can better serve our clients and uphold our reputation as a trusted financial advisor. For more information about FCIS, FCAM or SVBW and its Investment Professionals click here:
https://www.firstcitizens.com/wealth/disclosures
https://www.svb.com/private-bank/disclosures/form-adv/
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This is an advertisement. If you no longer wish to receive First Citizens advertising emails you can manage your email preferences or unsubscribe here. You will continue to receive emails related to your account(s). If you are an SVB Commercial Bank client or prospect, you can manage your email preferences, or unsubscribe from receiving promotional or marketing email communications from Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, at any time by visiting the Silicon Valley Bank Manage Email Preferences page. Read about our Privacy Notice. If you have any questions or concerns about our Privacy Notice, please contact us by email: privacyoffice@svb.com. Also read about our Cookie Notice.
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