Sonya Rech Danne

 

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Sonya Rech Danne joined Taddei, Ludwig & Associates, Inc. in July 2016 as a Financial Advisor. Sonya brings to TLA considerable investment and client relationship experience. Most recently, she was a Portfolio Manager at Sand Hill Global Advisors where she was responsible for managing an equity portfolio, researching and implementing asset allocation decisions, and was a member of the firm’s Investment Committee. Prior to working at Sand Hill, Sonya was a Senior Director at Merrill Lynch, where she provided advisory services to the firm’s key clients on the West Coast, and was a recognized leader in providing valuable advice and service to her clients.

In her role with TLA, Sonya will be working one-on-one with firm investment clients and act as a vital member of the Investment Committee.

A long-time resident of Mill Valley, Sonya is active in her community and currently shares her leadership skills as a lacrosse coach with Southern Marin Lacrosse and volunteers with her children’s school, including leading fundraising efforts as Auction Chair.

Sonya holds the following:

Qualifying Examination:

  • Series 65 – Uniform Investment Advisor Law Examination

Educational Background:

  • M.B.A., Finance, with honors, Columbia Business School
  • B.A., Economics, cum laude, Bucknell University