Steve Beverage

Steve Beverage: CFP®, CIMA®; Senior Vice President, Private Banker; (415) 576-2518; 150 California St., 12th Floor
San Francisco, CA 94111

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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.

Areas of Focus

Banking Solutions

Credit & Lending Solutions

Wealth Planning

Investment Management

Trust & Estate Services

Check the background of this investment professional on FINRA's BrokerCheck

Brokerage services are provided by City National Securities, Inc., member FINRA / SIPC, a wholly owned broker/dealer subsidiary of City National Bank.

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Areas of Focus