Certifications:
Chartered Financial Analyst (CFA)
Education:
BS and MS in Finance, University of Wisconsin where he was part of the Applied Security Analysis Program
Experience:
Joined Sand Hill in 2010
Over 20 years of Wealth Management experience
Co-Chief Investment Officer - Stafford Capital Management
Co-Chief Investment Officer & Senior Portfolio Manager - RCM Capital Management
Professional Associations:
Council Member, Town Council, Woodside, California
Former Mayor, Town Council, Woodside, California
CFA Institute
CFA Society of San Francisco
For Brian Dombkowski, success is about making sure the client always comes first. It’s about ownership, partnership, and building something that is shared, surrounded by the best of the best. He understands what is important to our clients because that’s what is important to him, too.
Brian joined Sand Hill as our Chief Investment Officer in 2010, bringing expertise garnered from managing institutional portfolios for 20 years. His experience in research and equity analytics, actively managing a multi-billion dollar fund for high net worth individuals, family offices, and institutional investors, and being responsible for all aspects of portfolio management, marketing, client service and management prepared him perfectly for all of the hats he wears as Chief Executive Officer here at Sand Hill.
Since becoming the firm’s CEO in 2013, Brian has helped grow the business and expand our service offerings to deliver great outcomes for our clients. As CEO, Brian provides overall strategic direction and leadership for our investment management, wealth management, and operations groups. He also serves as Chair of Sand Hill’s Executive Committee, the governance entity charged with setting the firm’s long-term strategic course. After spending much of his career as a front-line portfolio manager, he now enjoys the operational and strategic aspects of running a company and the uniquely entrepreneurial spirit and expertise that the Sand Hill team brings to wealth management planning.
A dedicated husband and father, Brian loves spending time with his wife and two daughters. He is also an aspiring pianist, happily (and humbly) working his way through all the classics he’s always wanted to play. As the former Mayor and current Council Member of the Town Council of Woodside, California, he is actively involved in the local community. Brian brings this same energy and dedication to his work at Sand Hill, where he spends every day making sure each client feels that Sand Hill is a true partner invested in their success.
Sand Hill Global Advisors, LLC (“SHGA”) is a registered investment adviser with the Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. SHGA may only transact business in the states where the firm is noticed filed or otherwise exempt. For additional disclosures, including information on credential designations of SHGA representatives please see our Form ADV Part 2A and 2B Brochures, which can be obtained by clicking here or calling us at 650-854-9150.