Career history of James S. McCaffrey
Former positions of James S. McCaffrey
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Operating Officer | - | 31/12/2008 |
President | - | 31/12/2008 | |
CHARLES SCHWAB | Corporate Officer/Principal | - | - |
LPL FINANCIAL HOLDINGS INC. | Corporate Officer/Principal | - | - |
Training of James S. McCaffrey
Southern Oregon University | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 2 |
Chief Operating Officer | 1 |
President | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 2 |
---|---|
LPL FINANCIAL HOLDINGS INC. | Finance |
CHARLES SCHWAB | Finance |
Private companies | 1 |
---|---|
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 |
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