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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 News provided by Share this article Share this article 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.

United statesMichaela moralesLou holtzJim dicksonInvestment solutionsSanctuary alternative solutionsFamily officeSanctuary wealth groupWorldwide exchangeSanctuary investment solutionsSanctuary executive leadership teamSanctuary insurance solutionsSanctuary wealthJeff kilburgChief investment officerOutsourced chief investment officer