Sanctuary is the advanced platform for the next generation of elite independent advisors who desire the freedom and flexibility to serve their clients.

Finance

Sanctuary Wealth

Sanctuary Wealth's headquarters in Indianapolis, IN, United States

Adam Malamed

Marissa Fox-Foley

Michael Longley

Kevin Miller

Lauren Sulkowski

David Vaughan

Jene Hoosier

Josh Freeman

Phillip R. Porpora Jr.

Robert Walter

The Leadership Team at Sanctuary Wealth is responsible for setting the strategic direction of the company, overseeing operations, and driving growth initiatives. Comprising key executives from various departments, they collaborate to enhance the platform's offerings for independent advisors, ensuring that they have the resources and support needed to flourish in a competitive market. Through effective management and integration of business strategies, the Leadership Team aims to empower advisors to deliver exceptional client service.

Leadership Team

The Business Development & Strategy team at Sanctuary Wealth focuses on driving growth and expansion by identifying new market opportunities and forging strategic partnerships. They oversee advisor transitions, integrate new business solutions, and enhance platform education and community engagement to support elite independent advisors in their quest for greater freedom and flexibility in serving their clients.

Business Development & Strategy

The Compliance and Legal team at Sanctuary Wealth ensures that the company adheres to all regulatory requirements and legal standards. They provide legal advice, manage risk, and implement policies to protect both the company and its clients. This team is essential for maintaining the integrity and ethical standards of Sanctuary's advanced platform for elite independent advisors.

Compliance and Legal

The Operations and Administration team at Sanctuary Wealth ensures the seamless functionality of the company's internal processes. They oversee day-to-day operations, manage financial accounting, and support the strategic initiatives of the Chief Operating Officer to enhance organizational efficiency for elite independent advisors.

Sanctuary Wealth

Org chart

Teams

Leadership Team

Business Development & Strategy

Compliance and Legal

Operations and Administration

Offices

Sanctuary Wealth

Org chart

Teams

Leadership Team

Business Development & Strategy

Compliance and Legal

Operations and Administration

Offices

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