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Michael Conway

Wealth Advisor | Private Banker | Investment Manager | Financial Services | Portfolio Management | Executive Leader

Michael Conway is a seasoned Relationship Manager with over 15 years of experience in financial services, currently serving as a Managing Director and Relationship Manager at SVB's Private Banking and Wealth Management group.

With a background in Financial Services from San Diego State University and Santa Rosa Junior College, Michael specializes in providing tailored wealth advisory and lending services to high net worth individuals, such as Founders, CEOs, Executives, and Investors in the innovation ecosystem.

Known for his strategic approach and top quartile performance, Michael focuses on offering innovative solutions in investments, wealth advice, financial planning, and banking tailored to those with complex financial portfolios.

His expertise spans a range of areas including Qualified Small Business Stock (QSBS), estate planning, asset allocation, investment management, private stock lending, mortgage lending, and the innovation ecosystem, catering to clients with diverse financial needs.

Michael excels in delivering exceptional client experiences and aims to help clients build and preserve assets through customized wealth and lending solutions.

Currently, Michael dedicates his time to business development, long-term wealth planning, and managing a substantial portfolio valued at over $700 million.

His professional journey includes roles at esteemed institutions like Silicon Valley Bank, Merrill Lynch, Vencore Capital, and Home 123, where he honed his expertise in financial services and relationship management.

Highlights

Nov 16 · Yahoo Finance
Insider Sell: Starbucks Corp's Group President International Michael Conway Sells 6,500 Shares - Yahoo Finance
Insider Sell: Starbucks Corp's Group President International Michael Conway Sells 6,500 Shares - Yah
May 3 · The Motley Fool
Starbucks (SBUX) Q2 2023 Earnings Call Transcript - The Motley Fool
Starbucks (SBUX) Q2 2023 Earnings Call Transcript - The Motley Fool
Michael Conway
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Location

San Francisco, California, United States