Exceptional client service, backed by depth of experience and training, is at the core of Sand Hill Advisors’ business. Our clients expect impeccable service and responsiveness and our ongoing goal is to surpass those expectations through our highly personalized approach.
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Cynde Lee
Director of Operations
Chief Compliance OfficerCynde joined Sand Hill Advisors in 1995. As Director of Operations and Compliance, she oversees internal operations and technology systems, and ensures compliance with all state and federal regulations governing financial services institutions. Prior to joining the Sand Hill Advisors team, she served as the Office Manager at Dolan Capital Management, where she was responsible for trading, compliance and all daily activities of the firm. Cynde has served as a member of the Schwab Technology Advisory Board, and is the former South West and California Regional Coordinator of the Advent Users Group. She holds a BS in Finance from California State University, Sacramento.
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Anthony Craun
Manager of Client Services & OperationsAnthony joined Sand Hill Advisors in 2005 and has over six years experience working with high-net worth investors and their families. As the Manager of Client Services and Operations, he oversees the daily activities of the client service team and manages the firm’s custodian relationships. Anthony also works in tandem with the Wealth Management team on complex client situations such as divorce, restricted stock and options, the execution of 10b5-1 plans and outside investments in hedge funds, venture capital and private equity. Previously, Anthony was an Associate with Fisher Investments. Anthony received his B.A in Economics from Wake Forest University and is currently a CFA Level II candidate.