Sara Kathleen Craven
Membro del Comitato di Investimento presso Sand Hill Global Advisors LLC
Profilo
Ms. Sara K.
Craven is Chief Wealth Manager & Shareholder at Sand Hill Global Advisors LLC.
She brings over 20 years of wealth management experience.
Her goal is always to maximize the strategic financial and tax benefits for clients, so they can fulfill their personal interests and passions whether through entrepreneurship, executive leadership or charitable giving.
In addition to helping clients who are out to change the world, she is a member of Sand Hill’s Investment Committee and Executive Committee, a small team charged with setting the firm’s long-term strategic course.
Prior to joining Sand Hill Global Advisors, Ms. Craven was a Portfolio Manager and Head Trader at Santa Barbara Bank & Trust working with private and institutional clients and an international and emerging market bond associate for T.
Rowe Price & Co. in Baltimore, Maryland.
Ms. Craven earned her Bachelor of Arts in Economics from the University of Delaware and her Master of Arts in Economics from University of California, Santa Barbara.
Posizioni attive di Sara Kathleen Craven
| Società | Posizione | Inizio |
|---|---|---|
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. | Membro del Comitato di Investimento | 01/01/2003 |
Precedenti posizioni note di Sara Kathleen Craven
| Società | Posizione | Fine |
|---|---|---|
Pacific Capital Bancorp. (Invt Mgmt)
 Pacific Capital Bancorp. (Invt Mgmt) Investment ManagersFinance Founded in 1960, Pacific Capital Wealth Management Services is a wealth management firm located in Santa Barbara, California. The firm is a wholly-owned subsidiary and the lead bank of Pacific Capital Bancorp (NASDAQ: PCBC), a multi-bank holding company formed in 1982. | Corporate Officer/Principal | - |
Formazione di Sara Kathleen Craven
| University of Delaware | Undergraduate Degree |
| University of California, Santa Barbara | Graduate 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
| Aziende private | 2 |
|---|---|
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 |
Pacific Capital Bancorp. (Invt Mgmt)
Pacific Capital Bancorp. (Invt Mgmt) Investment ManagersFinance Founded in 1960, Pacific Capital Wealth Management Services is a wealth management firm located in Santa Barbara, California. The firm is a wholly-owned subsidiary and the lead bank of Pacific Capital Bancorp (NASDAQ: PCBC), a multi-bank holding company formed in 1982. | Finance |
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