Team

Patty joined Silicon Valley Capital Partners as a Principal in June 2019 where she is focused on all aspects of client engagement. Patty joins SVCP with nearly 15 years in the financial services industry. In her previous role with RBC Wealth Management, she served as a Branch Service Manager where she directed branch administrative functions, […]

Julianne Jeffrey joined Silicon Valley Capital Partners in 2025 as Director of Client Services, bringing over 19 years of experience in financial operations, client service, and team leadership. In her current role, she leads the client experience strategy and service operations, ensuring exceptional service delivery across a broad client base. She is known for her […]

Cindy joined Silicon Valley Capital Partners in 2017 with over 25 years of operational and senior management experience. Previously she co-founded TalentSky, a next-generation skill analytics software company where she served in various roles including Chief Talent Officer, Chief Workforce Science Officer and Senior Vice President of Customer Success. Prior to co-founding TalentSky in 2014, […]

Alison joins Silicon Valley Capital Partners as a Principal, focusing on strengthening and building client relationships. Alison comes to SVCP with over 20 years of financial industry experience. She started her career at Smith Barney in 1998, where she spent 13 years providing white glove service to ultra-high net-worth individuals, many of whom were C-level […]

Chris’ primary focus is growing client capital in good times and protecting it in bad times. Chris believes that up to 80% of a portfolio’s success is driven by macroeconomic forces. Chris explains that the biggest error we see investors make is owning reasonable, even good investments at the wrong time. It’s not surprising that […]