Anthony Craun, CFA, Named Chief Operating Officer of Sand Hill Global Advisors

Jane Williams


Palo Alto, CA, USA – WEBWIRE – Thursday, March 9, 2017

Sand Hill Global Advisors, a provider of wealth management services in Silicon Valley, announced today that Director of Operations Anthony Craun, CFA, has been promoted to the role of Chief Operating Officer.  Mr. Craun will be responsible for managing the firm’s operations, client service, trading and technology teams in addition to overseeing its custodian relationships and the day-to-day execution of Sand Hill’s strategic plan.

“As Sand Hill grows at a rapid pace, it is imperative that we continue to build and maintain the infrastructure necessary to deliver on our reputation as a service-first organization,” Mr. Dombkowski said.  “Tony has demonstrated tremendous leadership in implementing a host of scalable and firm-enhancing initiatives throughout his tenure at Sand Hill that have allowed us to expand without compromising the client experience.  As a forward thinker, I’m confident that he will have an unwavering commitment to delivering client-focused solutions as the firm continues on its expansionary path.”

“Sand Hill has long been the champion of Silicon Valley’s entrepreneurs, executives, trusted professionals and their families.  It is essential in an evolving wealth management industry that firms embrace technological innovation, adapt their service offering and refine their operations to meet the needs of this smart and sophisticated clientele,” Mr. Craun said.  “I am extremely excited for the opportunity to partner with my fellow executives and talented colleagues to craft the next generation of wealth management services and continue our pursuit of building the preeminent wealth management firm of Silicon Valley.”

Since joining Sand Hill 11 years ago, Mr. Craun, 38, has served as the Director of Client Services and Director of Operations at the firm and is a long-standing member of the firm’s Executive Committee.  Previously, he served in operational capacities at WrapManager and Fisher Investments in the San Francisco Bay Area.   Mr. Craun earned his BA in Economics from Wake Forest University, is a Chartered Financial Analyst (CFA) charter holder and is a member of the CFA Institute and the CFA Society of San Francisco.

This information has been developed internally and/or obtained from sources that Sand Hill Global Advisors, LLC (“SHGA”), believes to be reliable; however, SHGA does not guarantee the accuracy, adequacy or completeness of such information nor do we guarantee the appropriateness of any investment approach or security referred to for any particular investor. This material is provided for informational purposes only and is not advice or a recommendation for the purchase or sale of any security. This information reflects subjective judgments and assumptions, and unexpected events may occur. Therefore, there can be no assurance that developments will transpire as forecasted. This material reflects the opinion of SHGA on the date made and is subject to change at any time without notice. SHGA has no obligation to update this material. We do not suggest that any strategy described herein is applicable to every client of or portfolio managed by SHGA. In preparing this material, SHGA has not taken into account the investment objectives, financial situation or particular needs of any particular person. Before making an investment decision, you should consider, with or without the assistance of a professional advisor, whether the information provided in this material is appropriate in light of your particular investment needs, objectives and financial circumstances. Transactions in securities give rise to substantial risk and are not suitable for all investors. No part of this material may be (i) copied, photocopied, or duplicated in any form, by any means, or (ii) redistributed without the prior written consent of SHGA.