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WHO WE ARE

Our Story

BUILT FOR US. SHARED WITH YOU.
We built Sundial simply because it's what we needed and couldn't find it anywhere else. Here's our story.  
THE INITIAL PROBLEM

The System Isn't Built For Entreprenuers

Andy Hill has scaled (and failed) 10+ startups. He reminds us often that he learned more from the failures. But after one of the exits - he was walked into several of the big investment shops.

The institutions were polished. But the advice was packaged. He felt like he was in the Apple 1984 Commercial. A cog in the system.

He felt he was being asked to pay six star prices for four star service. What we now call the 6x4 problem.

AND THEN THEY MET

Enterprenuer Meets Architect

After months of searching, Andy was introduced to Greg Babij - an asset manager with 30+ years of experience in trading, derivatives, and alternatives.

Immediately the two hit it off. They didn't talk returns. They talked portfolio architecture. And resposnibility. And legacy. And eventually - what it might look like to join forces and build a multi-family office together.

The conversation became Sundial - originally built just for Andy & Greg.

BUILT FOR US

We Didn't Start With Clients. We Started With Sleeves.

Before Sundial served a single family, it served our own. We built sleeves that made sense to us — long-term commercial real estate, a private holding company, systematic equity, thoughtful cash management.

Friends started asking questions. Then came invitations to co-invest. Before long, Sundial became more than a personal solution. It became a shared one—for families who’d earned their wealth the hard way and weren’t content with a soft landing.

A WAY OF THINKING

Sundial Isn't A Product. It's A Point Of View.

We believe capital deserves the same intentionality as raising a family. We believe every investment should fit within a broader story. And we believe that planning—tax, estate, philanthropy—only works when it’s woven, not siloed.

Our role isn’t to manage accounts. It’s to steward capital. Across generations, across markets, across the moments that really matter.

WHERE WE ARE NOW

Today, Sundial Serves Member Families Who Want More

Sundial now works with a select group of families—mostly entrepreneurs, many post-exit, all thinking long-term. Some use us for investment oversight. Others for planning. Most for both.

We’re not growing fast. We’re growing carefully. Because the work we do isn’t transactional—it’s foundational.

SUNDIAL TEAM

Meet The Team

Andy Hill
FOUNDER & CEO
Greg Babij
FOUNDER & CIO
Phil Mullen
ANALYST
Meghan Haynes
ADVISORY PRESIDENT
Amaia Diaz
EXECUTIVE ASSISTANT TO CEO
Marina Luna
CONTROLLER
Fabri Balbontin
CREATIVE DIRECTOR
Daniel Polanco
TECHNOLOGY
Virginia Luna
ANALYST
Andrea Calderon
ANALYST
Karim Duzan
HEAD OF RECRUITMENT
Marco Vidal
ANALYST
OUR CORE VALUES
Built On Principles. Driven By Discipline.

At Sundial, integrity is the baseline. Doing the right thing—especially when it’s hard—is non-negotiable. That means following through, communicating clearly, and earning trust through humility and transparency. Curiosity fuels everything Sundial does. Asking better questions, embracing change, and challenging assumptions aren’t optional—they’re expected. Team members are encouraged to take ownership, act without waiting, and pitch in wherever needed. No task is beneath anyone. Everyone is responsible for the outcome.

Excellence is measured in the little things—how you write, how you think, how you show up. Precision, consistency, and polish aren’t about perfectionism—they’re a form of respect. At Sundial, results matter. Hitting goals, pushing through setbacks, and staying resilient is what creates lasting value. But it doesn’t stop there. Every person at Sundial is expected to leave things better—whether that’s improving a system, mentoring a teammate, or giving back to the community. That’s the culture. Quietly excellent. Relentlessly responsible. Built to last.

BECOME A MEMBER FAMILY

Break Free With Sundial