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

David Vaughan

Jene Hoosier

Marissa Fox-Foley

Kevin Miller

Lauren Sulkowski

Josh Freeman

Phillip R. Porpora Jr.

Michael Longley

Robert Walter

This department focuses on providing financial planning and investment advisory services to clients.

Wealth Management

This department manages financial records, oversees accounts, and ensures accurate reporting and compliance.

Accounting Department

This department focuses on managing and optimizing organizational processes and operational efficiency.

Operations Department

This department provides high-level administrative assistance and coordination for executives and organizational leaders.

Administrative Support

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

This department focuses on strategic planning, partnerships, and initiatives to drive business growth and enhance organizational capabilities.

Sanctuary Wealth

Org chart

Teams

Wealth Management

Accounting Department

Operations Department

Administrative Support

Business Development & Strategy

Corporate Development

Offices

Sanctuary Wealth

Org chart

Teams

Wealth Management

Accounting Department

Operations Department

Administrative Support

Business Development & Strategy

Corporate Development

Offices

Related companies