Sara Kathleen Craven

Investment Committee Member at

Sand Hill Global Advisors LLC

Finance

Consumer Services

Profile

Ms. Sara K.
Craven is a Chief Wealth Manager & Shareholder at Sand Hill Global Advisors LLC.
She brings over 20 years of wealth management experience.
Her goal is always to maximize the strategic financial and tax benefits for clients, so they can fulfill their personal interests and passions whether through entrepreneurship, executive leadership or charitable giving.
In addition to helping clients who are out to change the world, she is a member of Sand Hill’s Investment Committee and Executive Committee, a small team charged with setting the firm’s long-term strategic course.
Prior to joining Sand Hill Global Advisors, Ms. Craven was a Portfolio Manager and Head Trader at Santa Barbara Bank & Trust working with private and institutional clients and an international and emerging market bond associate for T.
Rowe Price & Co. in Baltimore, Maryland.
Ms. Craven earned her Bachelor of Arts in Economics from the University of Delaware and her Master of Arts in Economics from University of California, Santa Barbara.

Sara Kathleen Craven active positions

Companies	Position	Start
Sand Hill Global Advisors LLC Sand Hill Global Advisors LLC Investment ManagersFinance SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis.	Investment Committee Member	2002-12-31

All active positions of Sara Kathleen Craven

Former positions of Sara Kathleen Craven

Companies	Position	End
Pacific Capital Bancorp. (Invt Mgmt) Pacific Capital Bancorp. (Invt Mgmt) Investment ManagersFinance Pacific Capital Wealth Management Services invests primarily in the stocks of US large-cap companies in the finance, consumer non-durables, energy minerals, electronic technology, healthcare technology and technology services sectors. The firm maintains a very low turnover rate	Corporate Officer/Principal	-

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Private companies	4
Sand Hill Global Advisors LLC Sand Hill Global Advisors LLC Investment ManagersFinance SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis.	Finance
Pacific Capital Bancorp. (Invt Mgmt) Pacific Capital Bancorp. (Invt Mgmt) Investment ManagersFinance Pacific Capital Wealth Management Services invests primarily in the stocks of US large-cap companies in the finance, consumer non-durables, energy minerals, electronic technology, healthcare technology and technology services sectors. The firm maintains a very low turnover rate	Finance
University of California, Santa Barbara University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Delaware University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services