Profil
Mr. Ivan H.
Chan is a Manager Of Operations at Sand Hill Global Advisors LLC.
He focuses on ensuring all of our systems are operating at peak performance and delivering on the needs of our clients, Investment team, and Wealth Managers.
Mr. Chan was previously employed as a Client Service Associate by Morgan Stanley Smith Barney Private Management LLC and a Director of Client Services by Three Bridge Wealth Advisors LLC.
He received his undergraduate degree from the University of California.
Anciens postes connus de Ivan H. Chan
| Sociétés | Poste | Fin |
|---|---|---|
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. | Analyst-Fixed Income | - |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | - |
Three Bridge Wealth Advisors LLC
 Three Bridge Wealth Advisors LLC Investment ManagersFinance Three Bridge Wealth Advisors LLC (TBWA) is an independent, SEC-registered investment advisor headquartered in Portola Valley, California. The firm was founded in 2009 by Brett Sharkey, Eric Thurber and Fred Molfino. TBWA provides investment advisory services to individual and institutional clients. | Corporate Officer/Principal | - |
Formation de Ivan H. Chan
| University of California | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
Three Bridge Wealth Advisors LLC
Three Bridge Wealth Advisors LLC Investment ManagersFinance Three Bridge Wealth Advisors LLC (TBWA) is an independent, SEC-registered investment advisor headquartered in Portola Valley, California. The firm was founded in 2009 by Brett Sharkey, Eric Thurber and Fred Molfino. TBWA provides investment advisory services to individual and institutional clients. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
