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Sara Kathleen Craven
Membre du Comité d'Investissement chez
Sand Hill Global Advisors LLC
Profil
Ms. Sara K.
Craven is a 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.
Postes actifs de Sara Kathleen Craven
| 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. | Membre du Comité d'Investissement | 01/01/2003 |
Anciens postes connus de Sara Kathleen Craven
| Sociétés | Poste | Fin |
|---|---|---|
Pacific Capital Bancorp. (Invt Mgmt)
 Pacific Capital Bancorp. (Invt Mgmt) Investment ManagersFinance Pacific Capital Wealth Management Services invests primarily in the stocks of US large-cap companies in the finance, consumer non-durables, energy minerals, electronic technology, healthcare technology and technology services sectors. The firm maintains a very low turnover rate | Corporate Officer/Principal | - |
Formation de Sara Kathleen Craven
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
25
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
Pacific Capital Bancorp. (Invt Mgmt)
Pacific Capital Bancorp. (Invt Mgmt) Investment ManagersFinance Pacific Capital Wealth Management Services invests primarily in the stocks of US large-cap companies in the finance, consumer non-durables, energy minerals, electronic technology, healthcare technology and technology services sectors. The firm maintains a very low turnover rate | Finance |
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Delaware
 University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
