Steve Rinehart

Steve Rinehart is a seasoned professional with over 20 years of experience in Private Banking, specializing in catering to high-net-worth individuals, families, and businesses.

His sector proficiency lies in working closely with tech founders, professional services firms, and real estate developers, offering tailored financial solutions to meet their unique needs.

Functioning as a trusted advisor, Steve collaborates with clients to define their objectives and leads a multifaceted team to provide personalized financial services, including Personal and Corporate Banking, Real Estate lending, Trust Services, Brokerage, and Private Wealth Management.

By independently sourcing his clientele through exceptional service and a steadfast dedication to their financial prosperity, Steve has established enduring relationships, cultivated loyalty, stimulated referrals, and constructed a foundation of long-term partnerships.

In his role as Deputy Regional Managing Director for the Northern California Region, he oversees a group of Relationship Managers along with the supporting banking and client service units, focusing on expanding and sustaining the client base.

His academic background includes a Bachelor of Science degree from Colorado State University, studies at The University of Edinburgh, and participation in the Wharton Executive Education program.

Throughout his career, Steve Rinehart has held significant positions such as Managing Director at Citizens, Deputy Regional Managing Director at First Republic, Senior Managing Director at First Republic, Home Mortgage Consultant at Wells Fargo Bank, and Account Manager at IBM.