For founders and executives in the life sciences and healthcare, navigating current market conditions that impact your business while trying to stay on top of your finances and wealth planning can often feel overwhelming.
Join us for an online educational event where we will unpack essential financial strategies to consider on your path to creating a personal wealth strategy during these uncertain times.
Register for the webinar to learn about:
· Overview of the latest economic environment
· Qualified Small Business Stock
· Equity ownership and compensation
· Core estate planning
· Wealth planning for future goals
· Three actions you can take today
Questions? Please email Alex MacDonald at almacdonald@svb.com.
Ann Lucchesi is an enterprise relationship manager at Silicon Valley Bank in San Francisco. She works within the commercial banking division, serving as a key contact between tech banking and the private bank, delivering educational programs and providing thought leadership. She’s also a subject matter expert for all things related to private stock and equity compensation. In her current role, she’s primarily focused on helping founders and executives of private companies plan across their entire balance sheets.
Shannon Saccocia serves as Chief Investment Officer at SVB Private, and is responsible for setting the overall investment strategy for the firm. She oversees the asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions. Ms. Saccocia also works closely with both the business development team and the wealth advisor team to help construct and deliver customized wealth management solutions to meet clients’ specific needs. In her capacity as Chief Investment Officer, she is a member of the firm’s executive team, as well as the Investment Policy Committee, and Asset Allocation Working Group.
Milo Bissin is Managing Director of the Medical Device and Healthtech portfolio in the Southwest and Central region for Silicon Valley Bank’s Life Science and Healthcare group. Based in San Diego, he is responsible for providing his clients with valuable advice and insights about their relevant sector and delivering customized financial solutions leveraging SVB’s unique platform. In his 16 years with SVB, Milo has worked with private and public companies of all life stages across the technology and life science sectors and originated several hundred million dollars in new loans to support his clients and increase their probability of success. Milo holds a bachelor’s degree in Finance from Santa Clara University.
If you have any questions, please contact Alex MacDonald at almacdonald@svb.com.
This material is for informational purposes only and is not intended to be an offer or solicitation to purchase or sell any security or to employ a specific investment strategy.
The term “SVB Private” is the marketing brand name for the private banking, lending, brokerage and wealth management and investment advisory services offered by SVB Financial Group subsidiaries and affiliates: Silicon Valley Bank, SVB Wealth LLC, and SVB Investment Services Inc. Each legal entity in SVB Financial Group is subject to distinct regulatory requirements and certain products and services may not be available in all jurisdictions or to all client types.
Banking, lending, and trust products or services are offered by Silicon Valley Bank, a California bank with trust powers. Silicon Valley Bank is a member of the FDIC and of the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB).
Wealth management and investment advisory services are offered through SVB Wealth LLC (“SVBW”), a registered investment adviser. Brokerage products and services are offered through SVB Investment Services Inc. (“SVBIS”), a registered broker-dealer, Member FINRA and SIPC. SVBW and SVBIS are wholly-owned subsidiaries of Silicon Valley Bank. Neither SVBW nor SVBIS is a chartered bank, trust company or depository institution or offer products or services that would typically be offered by such institution. Not all products/services are offered by all financial advisors of SVBW or registered representatives of SVBIS. Past performance is not a guarantee of future performance. Investing involves risk. Asset allocation and diversification do not guarantee a profit or protect against loss in a declining financial market.
Wealth Management and Investment Advisory Services offered by SVB Wealth LLC and/or Brokerage Products and Services offered by SVB Investment Services Inc. are:
· Not FDIC Insured
· Not Bank Guaranteed
· May Lose Value
Not all products/services are offered by all advisors of SVBW or registered representatives of SVBIS. None of Silicon Valley Bank, SVBW, SVBIS, or any of their respective affiliates provide, and nothing contained herein should be construed as legal, tax, or accounting advice. Estate planning requires legal assistance. Prior to investing, you should consult your legal, tax, and accounting advisors to understand the implications of such investment.
All loans provided by 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 subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 442029.
© 2022 SVB Financial Group. All rights reserved. SVB Financial Group (SVB) is the holding company for all business units and groups. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, SVB PRIVATE and the chevron device are trademarks of SVB Financial Group, used under license.
Read about our Privacy Notice. If you have any questions or concerns about our privacy policies, please contact us by email PrivacyOffice@svb.com. Also read about our cookie policy.
SVB Private 2770 Sand Hill Road Menlo Park, CA 94025.
You can manage your email preferences, or unsubscribe from receiving promotional or marketing email communications from SVB Financial Group or Silicon Valley Bank at any time by visiting the Silicon Valley Bank Manage Email Preferences page.
SVB’s mission is to help innovators and their investors move bold ideas forward fast. SVB Events create an environment for SVB clients, prospects, partners and employees to connect, learn from each other, pursue big ideas and make a powerful impact on people’s lives. Through our events, we help SVB to achieve its mission.
SVB does not tolerate disrespectful or harassing behavior, conversations or interactions by any event attendee, in any form, at any aspect of the program, regardless of the event location.
As an SVB event attendee, we encourage you to assist in creating a welcoming and safe networking environment. SVB reserves the right and retains sole discretion to refuse admittance to, or remove any person from, an event at any time.
Please report any violation of the Event Entertainment Code of Conduct to the following:
• Security Guard onsite
• SVB Event
• Venue Staff
If you feel that an SVB event is against our code of conduct policy or inconsistent with SVB’s culture, please contact:
SVB Events
Heidi Bianchi | 650.855.3050
SVB Financial Group Code of Conduct Policies
Evelyn De la Cruz | 312.704-9525