![Liz Cody](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Liz Cody
Gestionnaire de Portefeuille-Actions chez
Sand Hill Global Advisors LLC
Profil
Ms. Elizabeth R.
Cody is a Senior Wealth Manager & Shareholder at Mondrian Investment Partners Ltd. She brings over 30 years experience helping high net worth individuals and families navigate the complexities of life and pursue their own passions to her work at Sand Hill.
She has worked with a wide range of clients, from multi-generational families to C-level executives on everything from educational investment to estate planning.
She received her BA in Economics and French from Bucknell University.
Postes actifs de Liz Cody
| 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. | Gestionnaire de Portefeuille-Actions | 01/12/2016 |
Formation de Liz Cody
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Bucknell University
 Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
