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Liz Cody
Gestor de Cartera-Acciones en Sand Hill Global Advisors LLC .
Perfil
Ms. Elizabeth R.
Cody is a Senior Wealth Manager & Shareholder at Mondrian Investment Partners Ltd.
She brings over 30 years experience helping high net worth individuals and families navigate the complexities of life and pursue their own passions to her work at Sand Hill.
She has worked with a wide range of clients, from multi-generational families to C-level executives on everything from educational investment to estate planning.
She received her BA in Economics and French from Bucknell University.
Cargos activos de Liz Cody
Empresas | Cargo | Inicio |
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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. | Gestor de Cartera-Acciones | 01/12/2016 |
Formación de Liz Cody.
Bucknell University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Mujer
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Empresas relacionadas
Empresas privadas | 1 |
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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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