Ohio Pen - Silicon Private Wealth Expands Its Ownership Group in 2024

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BAY AREA, Calif. - OhioPen -- Silicon Private Wealth announces that Peter Coe Verbica, CFP® has become a co-owner of the firm as of January 1, 2024.

In addition to his role as a principal, he continues to serve as a Managing Director. Silicon Private Wealth is a Registered Investment Advisor and a fiduciary which places its customers' interests first; it is led by four principals who have a combined experience of over eight decades in financial services.

Patricia Williams, CFP®, founder and CEO of Silicon Private Wealth, states, "Peter Coe Verbica embodies characteristics we revere, including a high level of trustworthiness, competence, likeability, and leadership. As a Certified Financial Planning® Professional, Peter helps our clients achieve their dreams through prudent and personalized investment strategies."

Mr. Verbica hosts the popular Verb™ Presents Speaker Series, which has featured the former Deputy Director of the NSA (on cybersecurity), the former US Ambassador to Ukraine (on geopolitical tensions), and many other CEOs, authors, and experts. His family has a long-standing tradition of giving back to the community, including the heart of Henry Coe State Park which was donated in honor of his predecessor. Peter currently serves as the Finance Chair of the San Jose Symphony Foundation, a party county Chair, and a state delegate. He graduated from Bellarmine College Preparatory, obtained a BA and JD from Santa Clara University, and an MS from the Massachusetts Institute of Technology.

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Silicon Private Wealth, LLC ("SPW") was built "brick-by-brick" by Ms. Williams after she served as the Silicon Valley complex' director for one of the world's largest investment banks; SPW provides a broad range of capabilities, including financial planning, cash management and tax-advantaged investment strategies.