Profile
Mr. Caruso recently joined Sand Hill as a Research Analyst and Assistant Portfolio Manager, bringing nine years industry experience.
Prior to Sand Hill, Mr. Caruso was a Securities Analyst and Portfolio Manager at Leylegian Investment Management where he managed the trading desk and was responsible for security analysis.
Mr. Caruso also worked at Miller and Schroeder Financial, where he held a credit research position.
Mr. Caruso holds a BA in Economics from California State University, San Diego, is a Chartered Financial Analyst Level II candidate, and is working on an MS in Finance.
Former positions of Chris Caruso
| Companies | Position | 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. | Director of Research - Equity | 2008-04-29 |
Leylegian Investment Management, Inc.
 Leylegian Investment Management, Inc. Investment ManagersFinance Based in South San Francisco, Leylegian Investment Management, Inc. (LIM) was established in 1981. | Portfolio Manager-Equities | 2004-12-31 |
Miller & Schroeder Financial, Inc.
 Miller & Schroeder Financial, Inc. Investment Banks/BrokersFinance Miller & Schroeder Financial, Inc. provides investment banking services. The private company is based in Minneapolis, MN and has subsidiaries in the United States. | Corporate Officer/Principal | 2004-12-31 |
Training of Chris Caruso
| The California State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
Leylegian Investment Management, Inc.
Leylegian Investment Management, Inc. Investment ManagersFinance Based in South San Francisco, Leylegian Investment Management, Inc. (LIM) was established in 1981. | Finance |
Miller & Schroeder Financial, Inc.
Miller & Schroeder Financial, Inc. Investment Banks/BrokersFinance Miller & Schroeder Financial, Inc. provides investment banking services. The private company is based in Minneapolis, MN and has subsidiaries in the United States. | Finance |
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