Family Office
First Citizens Wealth (FCW)
First Citizens Wealth (formerly First Citizens Wealth Management) is a subsidiary of First Citizens Bank, a US-based financial services firm established in 1898 and headquartered in Raleigh, North Carolina. In April 2024, First Citizens Wealth Management and SVB Private merged to form FCW. FCW comprises First-Citizens …
Decision-makers
Dave Kasouf
Head of Private Investments
John Swink
Senior Vice President, Senior Portfolio Strategist
Alex Garrett
Senior Vice President & Senior Portfolio Strategist
Greg J Coudriet IV
Vice President, Portfolio Strategist
Doug Russ
Investment Specialist
Josh Alford
Investment Specialist
Adrian Orozco
Investment Specialist
Thaddeus Yasunaga
Director of Multi-Asset Strategies
Amy Born
Senior Vice President & Senior Portfolio Strategist
Eddie L. Naylor
Investment Specialist
Katie Peeden
Vice President & Senior Portfolio Strategist
Logan Hall
Portfolio Strategy Analyst
Members only
Unlock contacts, warm paths & full holdings
See who to reach, how you're connected, the check sizes, and the full mandate — across First Citizens Wealth (FCW) and 500k+ investors and LPs.