Palo Alto, CA – WEBWIRE – Tuesday, January 31, 2017 Sand Hill Global Advisors, a provider of wealth management services in Silicon Valley, announced today that Senior Wealth Manager, Sara Craven, CFP®, has been promoted to the role of Chief Wealth Manager. Ms. Craven will be responsible for leading the firm’s wealth management team as well as managing … Continued
For the third consecutive year, Barron’s has named Jane Williams, Sand Hill Global Advisors’ Chairman, to the list of 2016 Top 100 Women Financial Advisors in the country. Ms. Williams, who is a co-founder of the firm, earned the eleventh position on the list. Since its founding, Sand Hill Global Advisors has provided unbiased, fee-only … Continued
Sand Hill hosted its first annual Forum back in early 2009 during the depths of the most severe financial crisis in generations, in order to provide timely insight and information to help address that difficult period. We have since then tackled other important related topics, ranging from risk management to behavioral finance to identity theft. … Continued
In the entrepreneurial environment of the Bay Area, we spend a great deal of time looking forward: what’s the next big idea, when will we see the next mega IPO, who will emerge as the next superstar visionary? It seems like the only time we reflect on the past year is either New Year’s Eve, … Continued
California State University, Sacramento was founded in 1947 as Sacramento State College. Today, it offers a diverse student body of 28,500 access to 58 undergraduate majors, 41 master degrees, 6 post-baccalaureate certificates, and 2 doctoral degrees. Along with advancing the many social, political, and scientific issues affecting the region and the state, Cal State Sacramento … Continued
Sand Hill Global Advisors is a proud partner and supporter of Children’s Health Council (CHC), an organization dedicated to helping children and families in Silicon Valley and the greater San Francisco Bay Area for 60 years. CHC has expertise addressing children with learning differences, anxiety, depression, ADHD and autism. They are focused on delivering a … Continued
In an effort to fulfill evolving client needs, Sand Hill has recently launched a Socially Responsible Investing (SRI) portfolio available to all clients across each one of our investment strategies. While Sand Hill has been investing in the SRI space at the request of clients for numerous years, the launch marks the beginning of a … Continued
For Sand Hill’s annual Forum event in January, our featured speaker was Hall of Fame, and former San Francisco 49ers, quarterback Steve Young. His talk, in which he focused on Leadership, Life and Legacy, was titled “Why 11 Guys on the Field is Way Too Many.” Steve learned firsthand during his 15 seasons as a … Continued
This year, Sand Hill Global Advisors will celebrate its 32nd anniversary serving families and organizations here in the Bay Area. Over the years, we’ve built deep relationships with many attorneys, CPAs, and other advisors with whom we share responsibility for our mutual clients. We also have close relationships with our custodians, Fidelity and Schwab, and … Continued
Our featured speaker for January’s Forum was world-renowned mountain climber Ed Viesturs, author of a number of popular books, including No Shortcuts to the Top. In his talk of the same title, he spoke about what it took to climb the world’s 14 highest peaks, all over 20,000 feet (8,000 meters). His accomplishment—after an 18 year … Continued