Profil
Mr. Brian E.
Dombkowski, CFA, is a Chief Executive Officer & Shareholder at Sand Hill Global Advisors LLC.
He joined Sand Hill as Chief Investment Officer in 2010, bringing expertise garnered from managing institutional portfolios for 25 years.
His experience in research and equity analytics, actively managing a multi-billion dollar fund for high net worth individuals, family offices, and institutional investors, and being responsible for all aspects of portfolio management, marketing, client service and management prepared him perfectly for all of the hats he wears as Chief Executive Officer at Sand Hill.
Since becoming the firm’s CEO in 2013, he has helped grow the business and expand our service offerings to deliver great outcomes for clients.
As CEO, he provides overall strategic direction and leadership for investment management, wealth management, and operations groups.
He also serves as Chair of Sand Hill’s Executive Committee, the governance entity charged with setting the firm’s long-term strategic course.
After spending much of his career as a front-line portfolio manager, he now enjoys the operational and strategic aspects of running a company and the uniquely entrepreneurial spirit and expertise that the Sand Hill team brings to wealth management planning.
Mr. Dombkowski was previously employed as a General Partner by Pacific Asset Partners, a Co-Chief Investment Officer by RCM Capital Management LLC, and by Stafford Capital Management LLC.
He received his BS and MS in Finance from the University of Wisconsin.
Postes actifs de Brian Eugene Dombkowski
| Sociétés | Poste | Début |
|---|---|---|
Sand Hill Global Advisors LLC
Sand Hill Global Advisors LLC Investment ManagersFinance SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis. | Directeur Général | 01/01/2013 |
Anciens postes connus de Brian Eugene Dombkowski
| Sociétés | Poste | Fin |
|---|---|---|
Pacific Asset Partners
Pacific Asset Partners Investment ManagersFinance Pacific Asset Partners invests in a combination of publicly traded micro-cap and small to mid-cap stocks, private companies, and short selling/options based on fundamental research. | Directeur en chef des Investissements | - |
Stafford Capital Management LLC
Stafford Capital Management LLC Investment ManagersFinance SCM is an all-cap growth-at-a-reasonable price (GARP) manager whose investment strategy combines growth investing principles and value investing tactics. The firm looks for companies that consistently return higher earnings than the broader markets but avoids stocks that have high valuations. They invest principally in equity and equity-related securities, mostly domestic, but are authorized to enter into any type of investment transaction that they deem appropriate under the terms of the client’s investment advisory or other account agreement. A client’s portfolio is built from the bottom up, one stock at a time. | Gestionnaire de Portefeuille-Actions | - |
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate. | Gestionnaire de Portefeuille-Actions | 30/05/2005 |
Formation de Brian Eugene Dombkowski
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate. | Finance |
Sand Hill Global Advisors LLC
Sand Hill Global Advisors LLC Investment ManagersFinance SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis. | Finance |
Stafford Capital Management LLC
Stafford Capital Management LLC Investment ManagersFinance SCM is an all-cap growth-at-a-reasonable price (GARP) manager whose investment strategy combines growth investing principles and value investing tactics. The firm looks for companies that consistently return higher earnings than the broader markets but avoids stocks that have high valuations. They invest principally in equity and equity-related securities, mostly domestic, but are authorized to enter into any type of investment transaction that they deem appropriate under the terms of the client’s investment advisory or other account agreement. A client’s portfolio is built from the bottom up, one stock at a time. | Finance |
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pacific Asset Partners
Pacific Asset Partners Investment ManagersFinance Pacific Asset Partners invests in a combination of publicly traded micro-cap and small to mid-cap stocks, private companies, and short selling/options based on fundamental research. | Finance |
















