Sanctuary Global Welcomes Rodolfo Rudy Rake and Bolsters Global Offering
An internationally focused team and a re-designed website tell the industry that Sanctuary Global has arrived
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MIAMI, May 20, 2021 /PRNewswire/ Sanctuary Wealth, home to the next generation of elite advisors, is announcing a number of enhancements to its Sanctuary Global offering including a redesigned website (www.sanctuary-global.com) and the introduction of a new Sanctuary Global partner. Rudy Rake joins from Morgan Stanley, where he was a Managing Director advising and trading on several billion in assets for ultra-high net worth families, family offices and institutional clients across the globe.
Harbor Asset Private Wealth is Latest Firm to Choose Partnered Independence with Sanctuary Wealth
$280 Million team from Morgan Stanley is Sanctuary s 10th to join in 2021
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INDIANAPOLIS, May 14, 2021 /PRNewswire/ Sanctuary Wealth, home to the next generation of elite advisors, welcomes Harbor Asset Private Wealth to its network of independent partners. The Greenwich-based team is Sanctuary s second in Connecticut and the 51
st team to choose partnered independence with Sanctuary overall. Advising on approximately $280 million in client assets, the firm is led by respected industry pro Marti Marache, who has been with Morgan Stanley for the last 13 years.
Sanctuary Wealth Welcomes NavaSync Private Wealth
$250 million team is Sanctuary s 50th to join and first in New Jersey
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INDIANAPOLIS, May 6, 2021 /PRNewswire/ Sanctuary Wealth, home to the next generation of elite advisors, welcomes to its dynamically expanding network NavaSync Private Wealth, the 50
th team to choose partnered independence with Sanctuary. Managing approximately $250 million in client assets, the team is led by Founder/Managing Partner Christopher Paglia, CFP
® and is based in Shrewsbury, NJ. The three-person team, which includes Senior Wealth Advisor Christine Weighell and Senior Client Associate Michelle Dini, is Sanctuary s first in the Garden State as well as the first to join from Wells Fargo Advisors.
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.
Sanctuary Wealth Welcomes San Antonio s JDK Wealth Advisors to Network
$400 Million team from Merrill Lynch is Seventh to Join this Year
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INDIANAPOLIS, April 23, 2021 /PRNewswire/ Sanctuary Wealth, home to the next generation of elite advisors, is enhancing its position in the San Antonio market with the addition of JDK Wealth Advisors as the latest team to choose its partnered independence business model. The four-person team, managing and advising on approximately $400 million in client assets, is the seventh firm to join Sanctuary this year, and the second in San Antonio. The firm is led by Managing Partners Brad Johnson, Randy Daniels and Jonathan Klug, who collectively spent more than 30 years with Merrill Lynch, ably assisted by Director of Operations Martha Ortega.