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In a LinkedIn post, Shannon Saccocia, who served as SVB Private's chief investment officer after the bank acquired Boston Private, said that it was time for her to 'move on.'
After a long tenure as the investment banker to RIA deal-makers, Nesvold is jumping to the other side of the table and joining former client Cresset, a fast-growing $30 billion RIA.
Another advisor team—this time a San Diego–based group that managed $1 billion in client assets—has departed First Republic, as JPMorgan Chase takes over the troubled bank.