![James S. McCaffrey](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
Mr. McCaffrey joined Sand Hill Advisors from LPL Financial Services, where he was Vice President of Finance.
Prior to LPL, he held a number of executive positions at Charles Schwab Corporation, including Senior Vice President & COO of Corporate and Executive Services and Senior Vice President & CFO of Schwab Institutional.
Mr. McCaffrey graduated from Southern Oregon University with a BS in Business Administration & Mathematics in 1978.
He has held securities licenses Series 22 and 39.
Precedenti posizioni note di James S. McCaffrey
Società | Posizione | Fine |
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Sand Hill Global Advisors LLC
![]() Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Presidente | 01/01/2009 |
CHARLES SCHWAB | Corporate Officer/Principal | - |
LPL FINANCIAL HOLDINGS INC. | Corporate Officer/Principal | - |
Formazione di James S. McCaffrey
Southern Oregon University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 2 |
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LPL FINANCIAL HOLDINGS INC. | Finance |
CHARLES SCHWAB | Finance |
Aziende private | 1 |
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Sand Hill Global Advisors LLC
![]() Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Finance |
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