Event to Focus on Investment Trends and Market Insights and Highlight Firm s Full Suite of Investment Management Solutions to Take Advantage of Growth Opportunities
/PRNewswire/ Sanctuary Wealth (Sanctuary), home to the next generation of elite financial advisors, today announced the start of its first annual Investment.
Sanctuary Wealth Names Jeff Kilburg Chief Investment Officer
Sanctuary also takes an equity stake in his firm, KKM Financial, adding respected ETF model portfolios to Sanctuary platform
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INDIANAPOLIS, April 27, 2021 /PRNewswire/ Sanctuary Wealth, home to the next generation of elite advisors, has named financial services industry veteran and CNBC contributor Jeff Kilburg as Chief Investment Officer and Portfolio Manager. In this new executive role within Sanctuary, Mr. Kilburg will be responsible for growing and expanding Sanctuary s Investment Solutions group, which provides Outsourced Chief Investment Officer (OCIO) services, ETF model portfolios, separately managed accounts (SMAs), investment research and due diligence to Sanctuary Wealth and Sanctuary Global advisors. Sanctuary Wealth has also made an investment into KKM Financial, an investment advisory firm founded by Mr. Kilburg.