As a firm with deep roots in the San Francisco Bay Area, SPW has a strong commitment to the betterment of the quality of life in the communities we serve.
Our principals, portfolio managers and team members are actively involved with, and support, a wide range of local institutions and causes, and many of them serve on nonprofit boards of directors, school boards and other community groups. Our firm also frequently contributes its time and expertise to important non-profit institutions, in addition to sponsoring local events and fulfilling our own established philanthropic goals.
We enable the philanthropic giving through the Horizons Foundation and the Schwab Charitable Gift Fund. Our clients give in different ways, and Schwab and other community foundations are viable vehicles for clients to establish their own donor-advised philanthropic funds.
Pat Williams, CFP
Patricia G. Williams has been a Financial Advisor and Market Executive in the San Francisco Bay Area for over 30 years. After leaving Merrill Lynch, Pat formed a hybrid RIA, Silicon Private Wealth, that allows her to focus on a close relationship with a small number of clients. She built Silicon Private Wealth "brick by brick", selecting amongst the best products and services for the clients she works with. As the founder and CEO, Pat selectively hires other professionals with the same commitment and vision to help you manage your finances in today's complex environment. Pat has her CFP® designation to help her develop a plan to help achieve clients' financial objectives. She obtained her undergraduate degree at Vassar College.
+1 (510) 731-4529
Rick Mordesovich, CIMA
CO- FOUNDER, PRESIDENT
A financial professional with 25 years of wealth management experience, Rick joined Pat as a co-founder of Silicon Private Wealth in 2018. Rick holds an MBA from the University of Chicago Booth School of Business and a CIMA® credential from Wharton. He was recruited by Merrill Lynch to head up their open architecture group for high net-worth clients and then went on to build the Consulting Service Group at Bank of America and Private Asset Management Group at Neuberger Berman. Most recently, he served as managing director of wealth management for 10 years at Baker Avenue. Rick devotes a lot of his personal time to supporting environmental causes including Friends of the Urban Forest San Francisco, as well as human rights and equality through The San Francisco AIDS Foundation.
+1 (415) 806-0073
CHIEF OPERATING OFFICER
While focused on sustaining and enhancing the company’s business platform and operations, Calum holds a varied and experienced background. He spent much of his career in the semiconductor industry with Applied Materials, Novellus and Lam Research. Calum was Sales Director for a first-tier global customer, he has played prominent roles in regional business development around the world - most notably in Asia - and he is experienced in the business operations and processes typical of such Fortune 500 companies. Calum’s well-rounded educational background covers both Science and the Arts. He holds a BSc. with honors in Electronics from the University of Glasgow and a Cert. HE in History from the University of London.
+1 (510) 509-8911
Scott Smith, JD
As founder and Managing Partner of Viant Group - a Managing Director of Viant Capital – Scott has over 25 years of experience in investment banking, corporate law and company operations working primarily with technology, cleantech, media and healthcare companies. He previously founded Neveric Capital, Viant's predecessor firm, in 1998. Prior to Viant, Scott was Managing Director at Credit Suisse First Boston where he was responsible for establishing the Silicon Valley office and was the co-head of the technology group. Before CSFB, he was a partner for fifteen years with Pillsbury, Madison & Sutro where he was responsible for founding the firm’s Silicon Valley venture capital office. Scott earned a BA from Colorado College and his JD from UC Berkeley.
CLIENT SERVICES TEAM
Before coming to SPW, Melissa worked at Montgomery Securities as a Portfolio Analyst providing support to broker teams and heading up performance reporting. She then found herself at Bank of America Securities helping to develop the Consulting Services Group with Rick Mordesovich. She has a BA from Lehigh University.
Noah analyzes investments for impact across all asset classes: stocks, bonds (including munis), funds, real estate -- and helps produce the HIP Ratings, Pillars, and Metrics. Noah helped develop HIP Investor’s mapping of the UN Sustainable Development Goals onto investments and portfolios. Noah helps manage the ESG ETF portfolios on Schwab for SPW, and the HIP Strategies. After studying education and political science at The New School and several years working in government, urban planning, and non-profits, Noah is currently pursuing his MBA in Sustainable Management at Presidio Graduate School. He is passionate about sustainable finance, international development, and healthcare. In his free time, you can find him backpacking and surfing around the Bay Area.
R Paul Herman
A globally recognized leader in investing to pursue positive impact and profit, R. Paul Herman founded HIP (Human Impact & Profit) Investor 12 years ago. His book The HIP Investor: Make Bigger Profits by Building a Better World was published in 2010 and is included in 27 university, MBA and MPA curricula. Paul is also a Professor of Sustainable Finance at the Presidio Graduate School and is the Consulting Program Director of Sustainable Finance concentration. A graduate from the Wharton School of Finance at the University of Pennsylvania, Paul is an advisor to the Sustainability Accounting Standards Board (SASB), Net Impact and Sustainable Brands.
Ashwinbalaji Sundaresan (Ashwin)
Before coming to Viant, Ashwin helped build targeted portfolios for wealth management firms as well as monitoring, analyzing and rebalancing portfolios at Credit Suisse. He holds a Master’s degree in Quantitative Finance from Olin Business School at Washington University in St. Louis and a Bachelor’s degree in Chemical Engineering from NIT Trichy, India. He is currently a CFA level 3 Candidate.