Perfil
Mr. McCaffrey joined Sand Hill Advisors from LPL Financial Services, where he was Vice President of Finance.
Prior to LPL, he held a number of executive positions at Charles Schwab Corporation, including Senior Vice President & COO of Corporate and Executive Services and Senior Vice President & CFO of Schwab Institutional.
Mr. McCaffrey graduated from Southern Oregon University with a BS in Business Administration & Mathematics in 1978.
He has held securities licenses Series 22 and 39.
Antiguos cargos conocidos de James S. McCaffrey.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Presidente | 01/01/2009 |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
| LPL FINANCIAL HOLDINGS INC. | Corporate Officer/Principal | - |
Formación de James S. McCaffrey.
| Southern Oregon University | Undergraduate Degree |
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| Empresas cotizadas | 2 |
|---|---|
| LPL FINANCIAL HOLDINGS INC. | Finance |
| CHARLES SCHWAB | Finance |
| Empresas privadas | 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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