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Sanctuary Wealth Appoints Robert Coppola As Chief Technology Officer

PRIVATEMay 20, 2024•about 2 years ago

Position

Chief Executive Officer

Company

Sanctuary Wealth

Adam Malamed

IndianapolisSoftwareAppsGovernment And MilitaryFinanceFintech

Description

Sanctuary Wealth announced the appointment of Robert Coppola as chief technology officer (CTO) to spearhead the next stage of Sanctuary's technology strategy, delivering cutting-edge solutions and implementation strategies to accelerate growth opportunities for industry's most elite advisors.

Company Information

Company

Sanctuary Wealth

Location

3815 River Crossing Pkwy, Suite 200

Indianapolis, Indiana, United States

About

Sanctuary Wealth is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary Wealth's ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes 79 partner firms in 26 states across the country with approximately $25 billion in assets under advisement. Sanctuary Wealth includes the fully owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment adviser, Sanctuary Securities, Inc. a FINRA member broker-dealer as well as Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.

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Executive Insights

Based on hiring data

New executive impact window

87% of new executives make significant technology decisions within first 100 days

Budget influence

C-level executives control 73% of technology spending decisions

Transformation catalyst

65% of new senior hires launch digital transformation initiatives

Vendor review timeline

New executives typically review existing vendors within 6 months