As the Chief Operating Officer at Sand Hill Global Advisors, Tony oversees the daily activities of the client service and operations team, manages the firm´s custodian relationships, and is responsible for the firm’s technology. Tony also works in tandem with the Wealth Advisory and Investment Managements teams on complex client situations such as divorce, restricted stock and options, the execution of 10b5-1 plans and outside investments in hedge funds, venture capital and private equity. He has over nine years experience in working with high net worth individuals, their families, and institutions.
Before joining Sand Hill Global Advisors, Tony was an Associate with Fisher Investments.
Tony received his BA in Economics from Wake Forest University and holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Institute.