AI + EXCLUSIVE DATA

AI tracks executive moves from sources others don't have

Our proprietary AI analyzes exclusive hiring data to find decision-makers actively evaluating solutions like yours.

10-25 executive leads daily • Direct contact info • First 90 days targeting

Start with:

✓Flexible Plans • $39/mo or $29/mo annual

✓AI + proprietary hiring database

✓Executive contact details included

INDUSTRY FIRST

Sanctuary Wealth Continues To Enhance Leadership Team With Appointment of Kevin Miller As Chief Legal Officer and Reappointment of Kevin Chase As Chief Compliance Officer

Apr 19, 2023•over 2 years ago

Position

Chief Legal Officer

Company

Sanctuary Wealth

Kevin Miller

IndianapolisAppsSoftwareGovernment And Military

Description

Sanctuary Wealth , home to the next generation of elite financial advisors, today announced the appointment of Kevin J. Miller to the role of Chief Legal Officer, and the re-appointment of Kevin P. Chase to the position of Chief Compliance Officer

Company Information

Company

Sanctuary Wealth

Location

Indianapolis, Indiana, United States

About

Sanctuary Wealth (sanctuarywealth.com/) 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'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 partner firms across 20 states with over $16.0 billion in assets under advisement. The Sanctuary Wealth Group includes the fully owned subsidiaries Sanctuary Advisors, a registered investment adviser, and the broker-dealer Sanctuary Securities, as well as Sanctuary Alternative Solutions, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Tax and Family Office.

Company News

(10 articles)

Mon, 09 Mar 2020 07:00:00 GMT

Conversant Wealth Management Is Latest Firm Opting for Partnered Independence with Sanctuary Wealth - PR Newswire

Wed, 01 Feb 2023 08:00:00 GMT

Sanctuary Wealth Opens New York City Office - citybiz

Thu, 11 Jan 2024 08:00:00 GMT

Sanctuary Wealth Taps Veteran Industry Executive Laurie Burkhard To Head New Business Consulting Division - AdvisorHub

Tue, 12 May 2020 07:00:00 GMT

Sanctuary Wealth Launches Advisor Solutions Group - PR Newswire

Wed, 16 Mar 2022 07:00:00 GMT

CORRECTION -- Alerian S-Network Expands ESG Presence and Partnership with IdealRatings and Sanctuary Wealth - GlobeNewswire

Wed, 13 Jul 2022 07:00:00 GMT

Sanctuary Wealth Receives $175 Million Growth Investment From Kennedy Lewis Investment Management - PR Newswire

Thu, 06 May 2021 07:00:00 GMT

Sanctuary Wealth Welcomes NavaSync Private Wealth - PR Newswire

Fri, 14 May 2021 07:00:00 GMT

Harbor Asset Private Wealth is Latest Firm to Choose Partnered Independence with Sanctuary Wealth - PR Newswire

Thu, 11 Jun 2020 07:00:00 GMT

Muirwood Private Wealth Joins Sanctuary Wealth - PR Newswire

Mon, 08 Nov 2021 08:00:00 GMT

Miles Edwards Joins Sanctuary Wealth as Chief Compliance Officer - PR Newswire

FundzWatch™ Score

Medium Activity

Related People

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