Steve Beverage is a senior vice president and private banker with City National Bank’s Private Banking team based in San Francisco. He and his team assist clients in creating customized strategies and solutions in investment management, estate planning, business succession planning, lending, tax-efficient generational wealth transfer and philanthropy.
Prior to joining City National, Mr. Beverage was director at Citi Private Bank, where he managed a portfolio of high-net-worth relationships. Previously he was vice president at Abbot Downing, focusing on investment, business and legacy planning for family offices.
Mr. Beverage is a Certified Financial Planner™ and Certified Investment Management Analyst. He holds Series 7 and 66 licenses, and a California Life and Health Insurance Agent license. He has a Bachelor of Science degree from the Carroll School of Management at Boston College. He is a member of the Investments and Wealth Institute and serves on the Board at De Marillac Academy.