Dave Buxton

D

SVB Private - Senior Managing Director

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Career Highlights

  • Obtaining Certified Financial Planning designation through accelerated program that included completion of seven level college courses in 10 months while working full time

  • Building the SVB Private Boston office from 5 employees in 2014 to more than 100 employees and thousands of clients today

  • Running a 235 bed youth hostel in Boston with 25 employees at age 22

Failures
  • Believing a recruiter years ago that making a move at the time was going to be a great step in my career. The grass wasn't greener, just a different shade of brown

  • Every time I have sacrificed meaningful family time and events because I thought work was more important

  • Lived through the second largest bank failure in US history and came out on top!

 

Hobbies

Skiing, Boating, Cycling, Wine, Music, Craft brewing

 

Talk to me about

  • Personal planning for liquidity events

  • Financial freedom

  • Identifying short and long term personal financial goals and more importantly, how to get there

I want to talk to you about

  • Your personal financial journey

  • Insurance planning

  • Tax mitigation strategies

  • Estate planning

 
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