SVB Private, providing private banking, wealth planning and trust services to the innovation economy, has appointed Tom Fickinger to the position of head of Wealth Advisory West, the company said.
In his new role, Fickinger will grow and manage private wealth advisor teams on the West Coast in serving the financial needs of clients leveraging planning, lending, investing, and banking services. He will lead the Wealth Advisory business alongside Rich Jaffe, head of Wealth Advisory Northeast, and Ro Mehrotra, head of Wealth Advisory Central & South.
“The West Coast is undoubtedly a critical geographic region where we continue to see innovation unfolding and in parallel, immense wealth creation,” John Longley, head of Private Bank, Wealth & Trust at SVB Private, said in a news release. “We are thrilled to have Tom aboard to lead our private wealth advisors in the region. With his experience leading high-caliber teams and deep understanding of the wealth management needs of investors and innovators, we will continue to grow as a trusted partner for our clients at each step of their unique financial journey.”
An industry veteran with more than three decades of banking and wealth management experience, Fickinger received a B.A. degree from Penn State University. He most recently served as president of the Northern California Region at BNY Mellon Wealth Management, where he led teams responsible for providing investment management, fiduciary services, wealth and estate planning, and private banking services for individuals, families, family offices and endowment and foundations. Fickinger also held key leadership roles at Merrill Lynch Global Wealth Management, including leading the firm’s Pacific Northwest Division.
Headquartered in Santa Clara, Calif., Silicon Valley Bank offers 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 is one of SVB’s core businesses with Silicon Valley Bank, SVB Capital and SVB Securities.