James S. McCaffrey

Finance

Consumer Services

Profile

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.

Former positions of James S. McCaffrey

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	2008-12-31
CHARLES SCHWAB	Corporate Officer/Principal	-
LPL FINANCIAL HOLDINGS INC.	Corporate Officer/Principal	-

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Training of James S. McCaffrey

Southern Oregon University

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Listed companies	2
LPL FINANCIAL HOLDINGS INC.	Finance
CHARLES SCHWAB	Finance

Private companies	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