Sandy is a seasoned veteran of the Investment Management industry - with over 33 years of experience counseling families on preserving and growing their wealth. As a fiduciary to the firm’s clients, he is passionate about delivering objective and unbiased advice, free of conflicts of interest which are typically present at Wall Street brokerage firms.
Sandy followed in the footsteps of his father, who was an Investment Counselor at Loomis Sayles for over 50 years. Over the course of his career, Sandy has served as a Managing Director and Senior Portfolio Manager at several multibillion-dollar buyside firms, where his responsibilities included equity research, asset allocation, manager search and selection and portfolio management. He began his career at Wall Street firms including Lehman Brothers and Cowen & Co.
He received his BA in Political Science from the University of California at Berkeley. Sandy resides in Marin County but splits his time between our offices in the San Francisco Bay Area and West Palm Beach, Florida with his wife of 30 years. In his free time, he can be found hiking the Ross Valley, surfing warm water, and spending time with his family.