Megan Shea Breslin
Gestionnaire de Portefeuille-Actions chez Sand Hill Global Advisors LLC
Profil
Ms. Megan S.
Breslin is a Senior Wealth Manager & Shareholder at Sand Hill Global Advisors LLC.
She brings a wealth of resources to bear and a personalized touch to helping make sure her clients have the peace of mind they need to sleep well at night.
She values building common goals with her clients, supported by the full discipline of the Sand Hill team.
She received her B.S.
Economics degree from Hobart & William Smith Colleges.
Postes actifs de Megan Shea Breslin
Sociétés | Poste | Début |
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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. | Gestionnaire de Portefeuille-Actions | 01/04/2021 |
Formation de Megan Shea Breslin
Hobart & William Smith Colleges | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
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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 |