Meghan Daters

Senior Portfolio Manager at Sand Hill Global Advisors

Role
Senior Portfolio Manager at Sand Hill Global Advisors
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Meghan Daters

Shareholder and Senior Portfolio Manager at an employee owned wealth management firm with offices in Palo Alto and San Francisco, CA. 19 years of experience working with clients and financial markets. Sand Hill Global Advisors delivers wealth advisory and investment management services to individuals and families, as well as to endowments and foundations. For over four decades, we have partnered with our clients to offer objective advice, customized planning, and sophisticated investment management. Visit:

Experience

  1. Senior Portfolio Manager

    Sand Hill Global Advisors

    Dec 2018 — Present · San Francisco, CA, US

Education

  • University of Valencia

    Bachelor's Degree, Business/Spanish

    2004

  • University of Georgia - Terry College of Business

    BBA, International Business, Finance and Spanish

    2002 — 2006

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Meghan Daters — Senior Portfolio Manager at Sand Hill Global Advisors in San Francisco, CA, US | Unifers