“We are dedicated to the continuous growth and development of our people, our clients, our community and our firm.”
ABOUT SPW
As a firm with deep roots in the San Francisco Bay Area, SPW has a strong commitment to the betterment of the quality of life in the communities we serve.
Our principals, portfolio managers and team members are actively involved with, and support, a wide range of local institutions and causes, and many of them serve on nonprofit boards of directors, school boards and other community groups. Our firm also frequently contributes its time and expertise to important non-profit institutions, in addition to sponsoring local events and fulfilling our own established philanthropic goals.
We enable philanthropic giving for many of our clients who give in many different ways. Our custodian and other community foundations give us a number of viable vehicles for clients to establish their own donor-advised philanthropic funds.
Pat Williams, CFP®
Co-FOUNDER, CEO
Patricia G. Williams has been a Financial Advisor and Market Executive in the San Francisco Bay Area for over 35 years. After leaving Merrill Lynch, Pat formed a hybrid RIA, Silicon Private Wealth, that allows her to focus on a close relationship with a small number of clients. She built Silicon Private Wealth "brick by brick", selecting amongst the best products and services for the clients she works with. As the founder and CEO, Pat selectively hires other professionals with the same commitment and vision to help you manage your finances in today's complex environment. Pat has her CFP® designation to help her develop a plan to help achieve clients' financial objectives. She obtained her undergraduate degree at Vassar College.
pwilliams@siliconprivatewealth.com
+1 (510) 731-4529
Scott Smith, JD
MANAGING DIRECTOR
As founder and Managing Partner of Viant Group - a Managing Director of Viant Capital – Scott has over 25 years of experience in investment banking, corporate law and company operations working primarily with technology, cleantech, media and healthcare companies. He previously founded Neveric Capital, Viant's predecessor firm, in 1998. Prior to Viant, Scott was Managing Director at Credit Suisse First Boston where he was responsible for establishing the Silicon Valley office and was the co-head of the technology group. Before CSFB, he was a partner for fifteen years with Pillsbury, Madison & Sutro where he was responsible for founding the firm’s Silicon Valley venture capital office. Scott earned a BA from Colorado College and his JD from UC Berkeley.
Peter Coe Verbica, JD, CFP®, CRPC®
Managing Director
Peter and his family’s roots are multi-generational in the Bay Area, including their link to landmark Henry Coe State Park. As a former economics professor and the investment committee chair of a longstanding nonprofit, Peter considers defense, as well as offense, in portfolio management -- a nuance more may come to admire during these tumultuous times. Peter values our advanced platform’s competitive pricing and flexible structure. As a Certified Financial Planner®, former VC fund manager, CFO, private equity investor, co-inventor, trustee, and California Licensed Professional Fiduciary, Peter brings an inimitable breadth of experience. Peter obtained his JD at Santa Clara Univ. Law School, and an MS at MIT.
peter@siliconprivatewealth.com
+1 (408) 645 6701
Calum Cunningham AIF®
CHIEF OPERATING OFFICER
Calum has built a diverse career spanning both the semiconductor and financial services industry with roles at Applied Materials, Novellus, and Lam Research prior to becoming a financial advisor at Silicon Private Wealth. His experiences range from engineering, sales leadership to regional business development, notably in Asia. Alongside his semiconductor industry background, Calum's academic journey is equally varied, including a BSc. with honors in Electronics from the University of Glasgow, a Cert. HE in History from the University of London. Additionally, he has obtained a qualification in Personal Financial Planning through UC Berkeley's Certificate Program.
ccunningham@siliconprivatewealth.com