Jeff Schnitz

Managing Director at SVB Securities, Inc.

Jeff Schnitz

Jeff Schnitz

Managing Director at SVB Securities, Inc.

Biography

Professional Summary

Jeff Schnitz is Head of Wealth Advisory for SVB Private Bank. Jeff and his team tailor unique, comprehensive wealth advice and works with others in the Bank to find banking solutions that meet the needs of technology professionals and investors.

Before joining Silicon Valley Bank, Jeff co-founded Exos Partners, a startup investment advisory and broker dealer firm. At Exos, he oversaw all aspects of the day-to-day business, including service, operations, compliance/regulatory and technology platforms. Prior to Exos, Jeff spent 13 years in a variety of key positions with Merrill Lynch, including Director of National Advisor Training and Regional Business Manager, where he created and executed strategic measures in the areas of client affinity and service, product and risk management solutions, and strategic business growth.

Jeff received his master’s in business administration from Santa Clara University and a bachelor’s degree in urban studies and planning from University of California, San Diego.

The individual named here is both a representative of Silicon Valley Bank as well as an investment advisory representative of SVB Wealth Advisory, a registered investment advisor and non-bank affiliate of Silicon Valley Bank, member FDIC . Bank products are offered by SVB Private Bank, a division of Silicon Valley Bank. Products offered by SVB Wealth Advisory, Inc. are not FDIC insured, are not deposits or other obligations of Silicon Valley Bank, and may lose value.

Overview
RelSci Relationships

474

Number of Boards

1

Relationships
RelSci Relationships are individuals Jeff Schnitz likely has professional access to. A relationship does not necessarily indicate a personal connection.

Director & Chief Financial Officer at SVB Asset Management

Relationship likelihood: Strong

Head of Technology Banking at SVB Financial Group

Relationship likelihood: Strong

Head of Investment Strategy & Portfolio Management at SVB Asset Management

Relationship likelihood: Strong

Head, CleanTech Practice at SVB Financial Group

Relationship likelihood: Strong

President & Chief Executive Officer at SVB Asset Management

Relationship likelihood: Strong

Chief Risk Officer at SVB Financial Group

Relationship likelihood: Strong

Chief Information Officer at SVB Financial Group

Relationship likelihood: Strong

Advisor at Nyca Partners LLC

Relationship likelihood: Strong

Head of Europe, the Middle East & Africa & President of the UK Branch, Silicon Valley Bank at SVB Financial Group

Relationship likelihood: Strong

Head, Product Advisory Services at SVB Asset Management

Relationship likelihood: Strong

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Jeff Schnitz
Managing Director at SVB Securities, Inc.
Career History
Head of Wealth Advisory Private Bank
Current

Silicon Valley Bank is the California bank subsidiary and the commercial banking operation of SVB Financial Group. Banking services are provided by Silicon Valley Bank, a member of the FDIC and the Federal Reserve System. SVB Private Bank is a division of Silicon Valley Bank. SVB Financial Group is also a member of the Federal Reserve System.

Managing Director
Current

Part of SVB Financial Group, SVB Securities, Inc. is a company headquartered in Santa Clara, CA. The firm provides brokerage and investment services.

Managing Director & Director
2011 - ?

SVB Asset Management offers clients a Corporate Cash Management Strategy, which primarily focuses on capital preservation and liquidity management, and a Strategic Cash Management Strategy, which primarily emphasizes growing the value of their clients' portfolios over time.Under the Corporate Cash Management Strategy, the firm generally benchmarks client investment performance against indices with shorter durations, typically between three and twelve months. Examples of these indices may include the Merrill Lynch Three-Month U.S. Treasury Bill Index, Merrill Lynch Six-Month U.S. Treasury Bill Index and the Merrill Lynch One-Year U.S. Treasury Note Index.Under the Strategic Cash Management Strategy, SVB generally benchmarks client investment performance against indices with longer durations, typically one-three years, one-five years or one-seven years. These indices may include the Merrill Lynch U.S. Corporate and Government Index (1-3 years), the Merrill Lynch U.S. Corporate and Government Index (1-5 years), and the Merrill Lynch U.S. Corporate and Government Index (1-7 years).

Boards & Committees
Director
2011 - Current

SVB Asset Management offers clients a Corporate Cash Management Strategy, which primarily focuses on capital preservation and liquidity management, and a Strategic Cash Management Strategy, which primarily emphasizes growing the value of their clients' portfolios over time.Under the Corporate Cash Management Strategy, the firm generally benchmarks client investment performance against indices with shorter durations, typically between three and twelve months. Examples of these indices may include the Merrill Lynch Three-Month U.S. Treasury Bill Index, Merrill Lynch Six-Month U.S. Treasury Bill Index and the Merrill Lynch One-Year U.S. Treasury Note Index.Under the Strategic Cash Management Strategy, SVB generally benchmarks client investment performance against indices with longer durations, typically one-three years, one-five years or one-seven years. These indices may include the Merrill Lynch U.S. Corporate and Government Index (1-3 years), the Merrill Lynch U.S. Corporate and Government Index (1-5 years), and the Merrill Lynch U.S. Corporate and Government Index (1-7 years).

Other Affiliations
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