![Kristin Michelle Sun](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Kristin Michelle Sun
Voorzitter bij StarVista
Profiel
Ms. Kristin M.
Sun is a Chairman at StarVista and a Senior Wealth Manager & Shareholder at Sand Hill Global Advisors LLC.
As a Senior Wealth Manager, she is passionate about helping her clients achieve financial peace of mind.
With over 18 years of wealth management experience, she takes a hands-on approach to analyzing cash flow needs, thinking through inputs, outcomes, and life events like buying homes, supporting a loved one, or facing liquidity events such as IPOs and company sales.
Ms. Sun focuses on proactively stress testing financial plans and avoiding surprises.
Her ability to take a deep dive into the details lends perfectly to her specialization in divorce financial planning.
In this arena, she guides clients through the complexities of marital dissolution, as well as pre- and post-nuptial planning.
In addition, she provides advice in the areas of education funding (something that’s personally important to her as a mom), charitable giving strategies, and guiding executives and entrepreneurs on diversifying out of concentrated exposures.
Ms. Sun previously worked as a Relationship Manager at Morgan Stanley Private Wealth Management and an Assistant Vice President & Branch Administrator from Morgan Stanley Smith Barney.
She received her B.A.
Interdisciplinary Studies from UC Berkeley School of Public Health.
Actieve functies van Kristin Michelle Sun
Bedrijven | Functie | Begin |
---|---|---|
Sand Hill Global Advisors LLC
![]() Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Portefeuillebeheerder-Aandelen | 01-01-2011 |
StarVista
![]() StarVista Miscellaneous Commercial ServicesCommercial Services StarVista engages in the provision of counseling, skill development, and other residential program. It offers case management, community outreach, crisis services, educational services, school-based, self-referral, support groups, prevention services, recovery, and residential programs for children, youth, adults, and families. The company was founded in 1966 and is headquartered in San Carlos, CA. | Voorzitter | 01-06-2014 |
Opleiding van Kristin Michelle Sun
UC Berkeley School of Public Health | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 2 |
---|---|
Sand Hill Global Advisors LLC
![]() Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Finance |
StarVista
![]() StarVista Miscellaneous Commercial ServicesCommercial Services StarVista engages in the provision of counseling, skill development, and other residential program. It offers case management, community outreach, crisis services, educational services, school-based, self-referral, support groups, prevention services, recovery, and residential programs for children, youth, adults, and families. The company was founded in 1966 and is headquartered in San Carlos, CA. | Commercial Services |