First Citizens Wealth Expands California Bay Area Team, Appoints Lee Erby Region Head
First Citizens Wealth (NYSE:FCNCA) appointed Lee Erby as Northern California Market Leader, based in San Francisco, effective Nov. 12, 2025.
Erby reports to Art Saldivar, Senior Director of Regional Wealth for California, and will lead a team of wealth consultants focused on high-net-worth individuals, entrepreneurs, founders, investors, businesses and nonprofits across Northern California. Erby brings more than 20 years of wealth and private banking experience with prior senior roles at Bank of America Private Bank, Merrill Lynch and Citi Private Bank.
First Citizens Wealth offers wealth planning, investment services, trust and fiduciary services, banking and lending. The bank operates six Bay Area branches, its Silicon Valley Bank division has a Northern California presence for over 40 years, and it employs more than 1,000 people in the Bay Area, including over 80 First Citizens Wealth employees.
First Citizens Wealth (NYSE:FCNCA) ha nominato Lee Erby come Northern California Market Leader, con base a San Francisco, a partire dall'11 novembre 2025.
Erby riferisce a Art Saldivar, Senior Director of Regional Wealth for California, e guiderà un team di wealth consultants focalizzato su individui di alto patrimonio, imprenditori, fondatori, investitori, aziende e organizzazioni non profit nell'intera Northern California. Erby porta con sé oltre 20 anni di esperienza nella gestione patrimoniale e nel private banking, avendo ricoperto ruoli di rilievo in precedenti istituzioni come Bank of America Private Bank, Merrill Lynch e Citi Private Bank.
First Citizens Wealth offre pianificazione patrimoniale, servizi di investimento, servizi fiduciari e trust, banking e lending. La banca opera sei sedi nella Bay Area, la sua divisione Silicon Valley Bank ha una presenza in Northern California da oltre 40 anni, e impiega più di 1.000 persone nella Bay Area, tra cui oltre 80 dipendenti di First Citizens Wealth.
First Citizens Wealth (NYSE:FCNCA) nombró Lee Erby como Líder de Mercado del Norte de California, con sede en San Francisco, a partir del 12 de noviembre de 2025.
Erby informa a Art Saldivar, Director Senior de Riqueza Regional para California, y dirigirá un equipo de asesores de patrimonio enfocados en individuos de alto patrimonio, empresarios, fundadores, inversionistas, empresas y organizaciones sin fines de lucro en el Norte de California. Erby aporta más de 20 años de experiencia en gestión de patrimonio y banca privada, habiendo ocupado cargos directivos anteriores en Bank of America Private Bank, Merrill Lynch y Citi Private Bank.
First Citizens Wealth ofrece planificación patrimonial, servicios de inversión, servicios fiduciarios y de fideicomiso, banca y préstamos. El banco opera seis sucursales en el Área de la Bahía, su división Silicon Valley Bank tiene presenciaen Northern California desde hace más de 40 años, y emplea a más de 1.000 personas en el Área de la Bahía, incluidas más de 80 empleados de First Citizens Wealth.
First Citizens Wealth (NYSE:FCNCA)가 Lee Erby를 북부 캘리포니아 시장 리더로 임명했으며, 샌프란시스코를 기반으로 2025년 11월 12일부터 효력을 발휘합니다.
Erby는 Art Saldivar에게 보고하며, 캘리포니아 지역 부문 수석 이사이며 북부 캘리포니아 전역의 고네트 자산가, 기업가, 설립자, 투자자, 기업 및 비영리 단체를 대상으로 하는 자산 컨설턴트 팀을 이끌게 됩니다. Erby는 이전에 Bank of America Private Bank, Merrill Lynch, Citi Private Bank에서 고위 직책을 역임하며 20년 이상의 자산 관리 및 프라이빗 뱅킹 경험을 보유하고 있습니다.
First Citizens Wealth는 자산 계획, 투자 서비스, 신탁 및 수탁 서비스, 은행업 및 대출을 제공합니다. 은행은 베이 에리어의 여섯 지점을 운영하고 있으며, 실리콘 밸리 뱅크(Silicon Valley Bank) 부서는 북부 캘리포니아에 40년 이상 존재해 왔고, 베이 에어에서 1,000명 이상의 직원을 고용하고 있으며 그 중 80명 이상의 First Citizens Wealth 직원이 포함되어 있습니다.
First Citizens Wealth (NYSE:FCNCA) a nommé Lee Erby comme Leader de Marché pour le nord de la Californie, basé à San Francisco, à compter du 12 novembre 2025.
Erby rend compte à Art Saldivar, Directeur Principal de la Richesse Régionale pour la Californie, et dirigera une équipe de conseillers en patrimoine axés sur les particuliers fortunés, les entrepreneurs, les fondateurs, les investisseurs, les entreprises et les organisations à but non lucratif à travers le nord de la Californie. Erby apporte plus de 20 ans d'expérience en gestion de patrimoine et banque privée, ayant occupé des postes de direction chez Bank of America Private Bank, Merrill Lynch et Citi Private Bank.
First Citizens Wealth propose la planification patrimoniale, les services d'investissement, les services fiduciaires et de fiducie, la banque et le crédit. La banque exploite six agences dans la Bay Area, sa division Silicon Valley Bank est présente dans le nord de la Californie depuis plus de 40 ans, et elle emploie plus de 1 000 personnes dans la région de la Baie, dont plus de 80 employés de First Citizens Wealth.
First Citizens Wealth (NYSE:FCNCA) ernannte Lee Erby zum Northern California Market Leader, mit Sitz in San Francisco, wirksam ab dem 12. November 2025.
Erby berichtet an Art Saldivar, Senior Director of Regional Wealth für Kalifornien, und wird ein Team von Wealth Consultants führen, das sich auf vermögende Privatkunden, Unternehmer, Gründer, Investoren, Unternehmen und gemeinnützige Organisationen in Nordkalifornien konzentriert. Erby bringt mehr als 20 Jahre Erfahrung im Wealth- und Private-Banking mit und hatte zuvor leitende Positionen bei Bank of America Private Bank, Merrill Lynch und Citi Private Bank inne.
First Citizens Wealth bietet Vermögensplanung, Investment Services, Treuhand- und Fiduciary-Services, Banking und Lending. Die Bank betreibt sechs Niederlassungen in der Bay Area, ihre Division Silicon Valley Bank hat seit über 40 Jahren eine Präsenz in Nordkalifornien, und sie beschäftigt mehr als 1.000 Personen in der Bay Area, darunter mehr als 80 First Citizens Wealth Mitarbeiter.
First Citizens Wealth (NYSE:FCNCA) عيّنت Lee Erby كقائد سوق شمال كاليفورنيا، مقره في سان فرانسيسكو، اعتبارًا من 12 نوفمبر 2025.
يُبلّغ Erby إلى Art Saldivar، المدير الأول للثروة الإقليمية في كاليفورنيا، وسيقود فريق مستشارين في الثروة يركّز على الأفراد ذوي الثروات العالية ورواد الأعمال والمؤسسين والمستثمرين والشركات والمنظمات غير الربحية في شمال كاليفورنيا. يجلب Erby أكثر من 20 عامًا من الخبرة في الثروة والخدمات المصرفية الخاصة بعدما شغل مناصب عليا سابقًا في بنك أوف أميركا برايفت بنك، Merrill Lynch وبنك Citi Private Bank.
تقدّم First Citizens Wealth تخطيط الثروة، وخدمات الاستثمار، وخدمات الوصاية والوكالة، والخدمات المصرفية وتقديم القروض. البنك يدير ست فروع في منطقة الخليج، ويمتلك فرع Silicon Valley Bank حضورًا في شمال كاليفورنيا لأكثر من 40 عامًا، ويوظّف أكثر من 1,000 موظف في منطقة الخليج، من بينهم أكثر من 80 موظفًا في First Citizens Wealth.
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Erby is responsible for growing a team serving the needs of high-net-worth individuals and families; the entrepreneurs, founders, investors behind the innovation economy; businesses and corporations; and nonprofits across Northern California. First Citizens Wealth offers a full range of capabilities, including wealth planning, investment services, trust and fiduciary services, banking and lending.
"As a lifelong Bay Area resident, Lee has deep local ties, and shares our strong commitment to this community," said Art Saldivar, Senior Director of Regional Wealth for
Lee has more than 20 years of wealth and private banking experience serving high net worth families and institutions. He has held senior positions at Bank of America Private Bank, Merrill Lynch, and Citi Private Bank.
Lee is a graduate of California Maritime Academy with a degree in business administration and an MBA from Saint Mary's College of
First Citizens Bank has six branches in the greater Bay Area region, and First Citizens' Silicon Valley Bank division has had a presence in
About First Citizens Wealth
First Citizens Wealth offers a full range of financial planning, asset management, private banking, brokerage, investment advisory, insurance and trust services to individuals and institutional clients. Learn more at https://www.firstcitizens.com/wealth.
About First Citizens Bank
First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in
Disclosures
First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS") , a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisers. Insurance products and insurance are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender and SVB, a division of First-Citizens Bank & Trust Company.
All loans provided by First-Citizens Bank & Trust Company and SVB are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941
Consulting services including overseeing plan design, investment fiduciary services, investment selection and monitoring, and continuous benchmarking are offered through First Citizens Bank and Trust Company. First Citizens Wealth is a registered trademark of First Citizens BancShares, Inc.
Media Contact
Liz Shapiro
Elizabeth.shapiro@firstcitizens.com
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SOURCE First Citizens Bank
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