Meghan DeGroot Daters
Specialty
Mission
Sand Hill Global Advisors is an independent investment advisor helping individuals, endowments and foundations. We have a long history of commitment to philanthropic endeavors and we are dedicated to creating meaningful change in the communities we serve. We help clients build globally diversified and well‐balanced investment portfolios with a focus on achieving superior risk‐adjusted returns overtime.Bio
Meghan has 19 years of financial market experience and is a partner at Sand Hill Global Advisors, with offices in San Francisco and Palo Alto. At Sand Hill, her role is a Senior Portfolio Manager and she contributes to the design and implementation of asset allocation strategies. She works closely with endowment and foundation clients regarding all aspects of the relationship including investment policy design, asset allocation, implementation and rebalancing. Meghan has served as a Board Member for StreetSmart4kids and ARCS Foundation, Northern California Chapter. She currently serves on the Endowment Committee for ARCS Foundation.
Want to become one of our partners?
Fill out this form to get started!
