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Sand Hill Advisors Changes Name to Sand Hill Global Advisors LLC

Top Quote The new name, Sand Hill Global Advisors, more accurately reflects the firm's global view of markets and economic conditions, as well as its expertise in building global asset allocation investment strategies for the affluent individuals, families, and institutions it serves. End Quote
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    QuoteToday's unveiling of the Sand Hill Global Advisors name marks a significant milestone for our company. Jane Williams, President & CEOQuote
  • (1888PressRelease) March 15, 2010 - PALO ALTO, CA - Sand Hill Advisors, a respected investment management and wealth advisory firm with more than $1 billion under management, today announced its new company name, Sand Hill Global Advisors. The name change reflects the global nature of the challenges and opportunities facing clients today; it also more accurately describes the firm's global view of markets and economic conditions, and its holistic, or global, approach to meeting clients' needs.

    "Today's unveiling of the Sand Hill Global Advisors name marks a significant milestone for our company," explained Jane Williams, Founder, President and Chief Executive Officer. Founded in 1982 as Conway Luongo Williams Inc, the firm became Sand Hill Advisors, Inc. in 1995. In 2009 the company completed a stock re-purchase from then parent company, Boston Private Financial Holdings (NASDAQ: BPFH), and today the firm is owned by its employees with outside financing from Fiduciary Network of Dallas, TX. "The evolution of Sand Hill and the positive path that is now in front of us, particularly since our stock-repurchase in 2009, are testaments to the quality of our investment team and the demand that exists for our hallmark broad, service-focused advisory capabilities," added Williams.

    Brian Dombkowski, Chief Investment Officer, commented, "Our new name, Sand Hill Global Advisors, more accurately reflects the company's leadership position and expertise in building global asset allocation investment strategies for the affluent individuals, families, and institutions we serve."

    Effective immediately, all business activity will be conducted using the new name. The website address and mail addresses remain unchanged.

    About Sand Hill Global Advisors (formerly Sand Hill Advisors)
    Sand Hill Global Advisors was founded as Conway Luongo Williams Inc in 1982 and is based in Palo Alto, California. Our offerings include investment planning and risk management, retirement and estate planning, philanthropic strategies, divorce financial consulting, and solutions for women in transition.

    For more information about the company, contact Priscilla Joyce at 650.854.9150, or visit the website at http://www.shadv.com.

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