Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report to share her views on the current environment for regional banks. Herread more
News From Sand Hill: Looking Towards the Future
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 other organizations that help us do our work effectively. Thank all of you for putting your trust in Sand Hill! When we founded Sand Hill in 1982, we committed to put our clients’ interests first — ahead of the firm’s and certainly ahead of our own. And today, as we evolve and grow, that principle continues to guide us.
Annually, we offer to send clients and interested parties our newly-updated Form ADV. That document, filed with the Securities and Exchange Commission, provides valuable information about the who, what, and how of the work we do. When a “significant” change is incorporated, we send this document to all clients; we are doing that now to mark an exciting, and long-planned for, announcement.
I am very happy to announce Brian Dombkowski’s promotion to Chief Executive Officer of Sand Hill Global Advisors! Brian’s assumption of the leadership role is the culmination of careful planning and preparation. Brian, our Chief Investment Officer since 2010 and President since 2012, has been instrumental in our superior execution throughout the firm. As its President, he has been leading the firm for some time. I have a deep belief that Brian will take Sand Hill forward into its next stage of life, governed by our abiding principle of putting our clients first – ALWAYS!
I have had the good fortune to be part of this organization throughout its history. Today, without hesitation, I can say that Sand Hill’s team and the company are as strong as we have ever been! I have no plans to retire and will remain onboard as the Chairman. I love the work we do and relish the thought that I can contribute further to this thriving business. Evolving in today’s changing world is critical.
Though this news focuses on leadership, I want to acknowledge the pride I feel in the entire Sand Hill team. Composed of a wonderful complement of seasoned professionals with strong capabilities, they deliver the high quality advice and asset management that are our hallmark, while continuously striving to enhance it. As the group has grown and developed, I have been impressed by their ability, professionalism, energy and commitment. We are so fortunate to have this strong team!
Brian’s new role will assure a seamless transition in the future. He is intelligent, energetic and committed to looking for ways to improve upon our work with and for our clients. His disarming sense of humor and fun assure an open, collegial culture. I will continue to enjoy working closely with Brian and the whole team as we move forward to exciting times ahead.
Articles and Commentary
Information provided in written articles are for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Sand Hill Global Advisors' (“SHGA”) views as of the date of publication. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. SHGA does not provide tax or legal advice. To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional. SHGA has obtained the information provided herein from various third party sources believed to be reliable but such information is not guaranteed. Certain links in this site connect to other websites maintained by third parties over whom SHGA has no control. SHGA makes no representations as to the accuracy or any other aspect of information contained in other Web Sites. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. SHGA is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of this information. 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.
All video presentations discuss certain investment products and/or securities and are being provided for informational purposes only, and should not be considered, and is not, investment, financial planning, tax or legal advice; nor is it a recommendation to buy or sell any securities. Investing in securities involves varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular client’s financial situation or risk tolerance. Past performance is not a guarantee of future returns. Individual performance results will vary. The opinions expressed in the video reflect Sand Hill Global Advisor’s (“SHGA”) or Brenda Vingiello’s (as applicable) views as of the date of the video. Such views are subject to change at any point without notice. Any comments, opinions, or recommendations made by any host or other guest not affiliated with SHGA in this video do not necessarily reflect the views of SHGA, and non-SHGA persons appearing in this video do not fall under the supervisory purview of SHGA. You should not treat any opinion expressed by SHGA or Ms. Vingiello as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of general opinion. Nothing presented herein is or is intended to constitute investment advice, and no investment decision should be made based solely on any information provided on this video. There is a risk of loss from an investment in securities, including the risk of loss of principal. Neither SHGA nor Ms. Vingiello guarantees any specific outcome or profit. Any forward-looking statements or forecasts contained in the video are based on assumptions and actual results may vary from any such statements or forecasts. SHGA or one of its employees may have a position in the securities discussed and may purchase or sell such securities from time to time. Some of the information in this video has been obtained from third party sources. While SHGA believes such third-party information is reliable, SHGA does not guarantee its accuracy, timeliness or completeness. SHGA encourages you to consult with a professional financial advisor prior to making any investment decision.
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