Sand Hill Global Advisors, LLC

Miriam Santiago is a CFP® professional at Sand Hill Global Advisors, LLC with five years of industry experience. She previously worked at Beacon Pointe Advisors for six years. Sand Hill Global Advisors serves high-net-worth individuals, families, trusts, nonprofits, pension and profit-sharing plans, and other business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research across active and passive vehicles.

Mark Strahs is a financial advisor with Sand Hill Global Advisors, LLC in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Sand Hill Global Advisors since 2016. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research.

Kimberleigh Williams is a CFP® professional with 13 years of experience at Sand Hill Global Advisors, LLC in Palo Alto, CA. She has been with the firm since 1998. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.

Kimberly Pham is a financial advisor at Sand Hill Global Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Sand Hill Global Advisors since 2021. Prior to that, she held positions at Beacon Pointe Advisors and Valleytek, Inc. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research.

Sara Craven is a financial advisor at Sand Hill Global Advisors, LLC in Palo Alto, CA, with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Sand Hill Global Advisors since 2003. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.

Meghan Degroot is a financial advisor at Sand Hill Global Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 designations and has been with Sand Hill Global Advisors since 2012. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.

Janet Hoffmann is a financial advisor at Sand Hill Global Advisors, LLC with 21 years of industry experience. She holds the CFP®, CFA®, and Series 63 designations and has been a partner and owner at Integral Financial Solutions, LLC since 2010, where she focuses on investment management and financial planning. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, and business entities. The firm employs a globally oriented, open-architecture investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research.

Brian Dombkowski is a CFA® charterholder with 19 years of industry experience. He has been with Sand Hill Global Advisors, LLC since 2014. The firm provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. Sand Hill Global Advisors employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research, managing approximately $3.88 billion in client assets.

Kristin Sun is a financial advisor at Sand Hill Global Advisors, LLC in Palo Alto, CA, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with Sand Hill Global Advisors since 2011. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. The firm uses an open-architecture, globally oriented investment approach that emphasizes asset allocation, combining top-down macro analysis with bottom-up research.

Barry Taylor is a CFP® professional with 21 years of industry experience. He is a co-founder and partner at Integral Financial Solutions, LLC, where he focuses on investment management and financial planning. Since 2019, he has also been an advisor at Sand Hill Global Advisors, LLC in San Francisco. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, and business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research.

Jeffrey Abadie is a CFP® with 16 years of industry experience, currently with Sand Hill Global Advisors, LLC. He has been with Sand Hill Advisors since 2005. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, and business entities. The firm employs a globally oriented, open-architecture investment approach that combines top-down macro analysis with bottom-up research, managing approximately $3.88 billion in client assets.

Megan Breslin is a financial advisor at Sand Hill Global Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining her current firm. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, and other entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research.

Stephen Peterson is a CFP® with 16 years of industry experience, currently serving at Sand Hill Global Advisors, LLC in Palo Alto, CA. He has been with Sand Hill Advisors, LLC since 2002. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, and various business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.

Alfred Cheung is a financial advisor at Sand Hill Global Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Karp Capital Management Corporation. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and various business entities. The firm employs a globally oriented, open-architecture investment approach that combines top-down macro analysis with bottom-up research and manages approximately $3.88 billion in client assets.

Matthew Osder is a financial advisor at Sand Hill Global Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at BlackRock and the Institute for Global Futures. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, pension and profit-sharing plans, and other business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation supported by both top-down macro analysis and bottom-up research.