Emilie Remmerde Goldman

Finance

Consumer Services

Profile

Ms. Goldman has a wealth of of experience in investment management and comprehensive wealth counseling.
Prior to her affiliation with Blue Oak Capital, she served as President and Chief Wealth Management Officer at Sand Hill Advisors, where she developed a deep interest in engaging and educating women in the wealth management process.
She was also previously with Hutchinson Capital Management.
Ms. Goldman a Masters of Business Administration (MBA) from the University of California at Berkeley and a Bachelor of Science in Business Administration from the University of Denver.
She has been awarded the Chartered Financial Analyst (CFA) and the Certified Financial Planner (CFP®) designations, and is a member of the CFA Institute, the Securities Analysts of San Francisco (SASF) and the Financial Planning Association (FPA).

Former positions of Emilie Remmerde Goldman

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.	President	2007-12-30
Hutchinson Capital Management Hutchinson Capital Management Investment ManagersFinance Hutchinson Capital Management Corp. (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by William “Bill” Hutchinson in 1995. HCM provides investment management services and personalized advice for individual, family, trust, retirement plan, and charitable organization clients.	Portfolio Manager-Equities	1999-12-30
Blue Oak Capital LLC Blue Oak Capital LLC Investment ManagersFinance Blue Oak Capital LLC (Blue Oak) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 1999 by Thomas Baker and Loren Walden. Blue Oak provides wealth management services to a select group of individuals, families, and trusts.	Portfolio Manager-Equities	-

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Training of Emilie Remmerde Goldman

University of California, Berkeley	Masters Business Admin
University of Denver	Undergraduate Degree

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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
Hutchinson Capital Management Hutchinson Capital Management Investment ManagersFinance Hutchinson Capital Management Corp. (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by William “Bill” Hutchinson in 1995. HCM provides investment management services and personalized advice for individual, family, trust, retirement plan, and charitable organization clients.	Finance
Blue Oak Capital LLC Blue Oak Capital LLC Investment ManagersFinance Blue Oak Capital LLC (Blue Oak) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 1999 by Thomas Baker and Loren Walden. Blue Oak provides wealth management services to a select group of individuals, families, and trusts.	Finance

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