PALO ALTO, Calif., Jan. 29, 2014 /PRNewswire/ -- The Shareholders of Sand Hill Global Advisors, a wealth management firm located in Palo Alto, California, today announced that the firm's President and Chief Investment Officer, Brian Dombkowski, CFA, has been appointed Chief Executive Officer. Jane Williams, Sand Hill's co-founder and its prior CEO, will become Chairman.
"I am excited to announce this step in our growth. Succession has been a top priority for me and I am confident that in Brian, we have an outstanding leader for Sand Hill Global Advisors," Ms. Williams said. "Over the past two decades, Brian has distinguished himself as a leader in the asset management industry. And since joining our team four years ago, Brian has had a tremendous impact: formulating and implementing our strategic roadmap, demonstrating outstanding operating skills, and elevating our overall offering."
"Serving entrepreneurial wealth in Silicon Valley requires exceptional client service, disciplined investing and consistent execution. The platform that Jane Williams co-founded more than three decades ago became the nationally recognized wealth management boutique firm it is today because of an unwavering commitment to those principles. Everything our team has done and will continue to do is focused on those deliverables," Mr. Dombkowski said. "Our clients are some of Silicon Valley's most productive and successful entrepreneurs. We will continue to deliver the expertise, customization and fiduciary approach that our clients would expect from their own family office."
About Sand Hill Global Advisors
Sand Hill Global Advisors was founded in 1982 and is based in Palo Alto, California. We are experts in guiding wealthy families and individuals through complex financial transitions. For three decades, we have partnered with our clients to offer objective advice, customized planning, and sophisticated investment management. For more information about Sand Hill Global Advisors, please visit www.sandhillglobaladvisors.com.
About Brian Dombkowski
Over the past two decades, Brian has served in a variety of senior investment and operational leadership roles throughout the asset management industry. In his role as Chief Executive Officer and Chief Investment Officer of Sand Hill Global Advisors, he provides overall strategic direction and leadership to the investment management, client services, finance and operations groups. Before joining the firm, Brian served as the Co-Chief Investment Officer of Stafford Capital Management, where he actively managed funds for a client base comprising high net worth individuals, family offices and institutional investors. Prior to this, he spent ten years with RCM Capital Management, a dominant West Coast institutional investment firm now known as Allianz Global Investors. In his capacity as one of the firm's Co-Chief Investment Officers and Senior Portfolio Managers, he managed a multi-billion dollar product and was responsible for all aspects of portfolio management, analytics, marketing, client service and management that accompanied the role. He began his investment career as a member of RCM's fundamental research equity analytics group.
Brian earned his BS and MS in Finance from the University of Wisconsin, where he was a select participant in the Applied Securities Analysis Program. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Francisco. Brian has been active on a variety of boards throughout his career including the Children's Health Council, The American Lung Association, and a privately held mutual fund company. He currently sits on the Investment Committee for the Woodside School Foundation.
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Sand Hill Global Advisors
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SOURCE Sand Hill Global Advisors