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Sofia Silveira — Vice President, Wealth Advisor · Titan · New York, New York, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
I'm a wealth advisor at Titan, where I work with founders, tech professionals, and high-earning individuals navigating consequential financial decisions. Before Titan, I was in Private Banking at J.P. Morgan Private Bank, working with high-net-worth clients on complex planning, lending, and structuring needs.
I work with clients across:
→ Equity Compensation Planning (RSUs, ISOs, NQSOs, ESPPs) → Tax Planning & Strategy Coordination → Real Estate Planning → Cash Flow, Liquidity & Goal Planning → Estate & Legacy Planning Coordination
If you're at an inflection point, such as a new role, a liquidity event, concentrated stock, or realizing your financial picture needs a real strategy, then I'd love to connect. Content shared here is for educational purposes only and should not be considered investment, legal or financial advice. Views are my own.
Experience