Meet our award-winning multigenerational team.

Adam is a seasoned executive, entrepreneur, private investor, board director, and senior advisor in the financial services industry with over 30 years of experience.

Throughout his career he has honed his expertise in directing high-impact growth strategies, leading organizations through complex business cycles, and creating short- and long-term vision.

Kevin is a highly experienced Chief Compliance Officer with a proven track record of success in bringing firms into the current regulatory environment.

He has worked for over 30 years in the financial services industry, with extensive experience in all aspects of wealth management, including compliance and supervision, risk management, business strategy, and operations.

Robert is responsible for leading the firm’s overall technology strategy and building the digital capabilities that support its network of independent financial advisors.

Before joining Sanctuary Wealth, he was instrumental in the development of fintech that transformed the wealth management industry to better enable independent firms to grow.

Patrick oversees a team responsible for all alternative investment matters including manager sourcing, due diligence, selection, and monitoring. He serves as a member of the Alternative Investment Committee.

Previously, he was a SVP and Head of Product Management at Azimut Alternative Capital Partners, the New York-based GP-stakes arm of Azimut Group.

Richard is responsible for designing, delivering, and managing the suite of investment and advisory resources that Sanctuary Wealth provides to its partner firms.

He has tremendous experience in understanding financial advisor needs, marshaling best-in-class resources, and proactively offering them relevant and innovative solutions to best serve their clients.

Lauren serves as Managing Director, People & Talent for Sanctuary Wealth and its wholly owned subsidiary, tru Independence, leading the overall people strategy across both organizations.

She brings a depth of experience from both public and private companies of varying sizes and revenues, having supported organizations with workforces of up to 10,000 employees.