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Storia della carriera di James S. McCaffrey
Precedenti posizioni note di James S. McCaffrey
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Direttore operativo | - | 01/01/2009 |
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 |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Corporate Officer/Principal | 2 |
Chief Operating Officer | 1 |
President | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 2 |
---|---|
LPL FINANCIAL HOLDINGS INC. | Finance |
CHARLES SCHWAB | Finance |
Aziende private | 1 |
---|---|
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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