Carson Group and Merrill Lynch Veterans Support Company’s Accelerated Growth Strategy
Reflects Sanctuary’s commitment to providing a superior service experience to its partners and clients
Indianapolis, April 19, 2023 /PRNewswire/ — Sanctuary Wealth (Sanctuary), home of the next generation of elite financial advisors, today announced the following appointments: Kevin J. Miller Changes to Chief Legal Officer Role and Re-appointment Kevin P. Chase To the position of Chief Compliance Officer (CCO). Both will become executives of the company and members of his leadership team. Adam Malamed, CEO of Sanctuary. These appointments closely follow the company’s recent hiring of industry veterans. David Vaughan as Chief Financial Officer.
“The continued enhancement of our leadership team will accelerate our growth strategy while providing a higher service experience and providing our partners and their customers with business growth solutions,” Malamed said. It reflects Sanctuary’s commitment to continually invest in its people.”
Malamed continued.Kevin Miller and Kevin Chase A seasoned wealth management industry veteran, he has a proven ability to align legal, regulatory and compliance functions to the needs of sophisticated and demanding wealth managers and their clients. We look forward to leveraging their exceptional experience, industry knowledge and skills to enhance Sanctuary’s success. “
As the new Chief Legal Officer, Kevin Miller Joins Sanctuary from Carson Group, a family of fast-growing wealth management firms $20 billion At client properties and in 140 offices nationwide. He brings his 30+ years of experience in the wealth management industry to Sanctuary.
Mr Miller said: “Given the growing demand among the most sophisticated and successful wealth managers for a platform that meets their strategic needs, there is tremendous opportunity for Sanctuary’s growth to skyrocket even further.” can and should play an important role, both in protecting wealth managers’ businesses and enhancing their success.”
During his tenure at Carson Group, Mr. Miller served as general counsel and corporate secretary, advising the executive leadership team and the board on all aspects of the company’s corporate strategy, and coordinating and strengthening the legal, regulatory, compliance and supervisory functions. supported organic and M&A. Expanding leadership.
Kevin Chase His reappointment to the role of Chief Compliance Officer reflects his proven ability to build compliance services that most effectively meet the needs of Sanctuary partner companies.
An integral part of Sanctuary’s management team since 2019, Mr. Chase has worked in the field of compliance oversight at the nation’s largest and most successful brokerage and independent asset management firms, including years at Merrill Lynch. I have over 25 years of experience. Rank for becoming a department head.
“Sanctuary is in the strongest financial and operational position in its history,” said Chase. I am proud of the role I played in building that culture and I am honored that Adam and his team have the confidence to bring me back to the company It was demonstrated by inviting me to be the head of the compliance program at
About Sanctuary Wealth
Sanctuary Wealth (sanctuarywealth.com/) is an advanced platform for the next generation of elite advisors. They want the entrepreneurial spirit of building and owning their own practice and the freedom to provide the customized service their clients deserve. Sanctuary Wealth’s independent ecosystem of partnerships not only provides a complete technology and operational platform, but also support from a community of like-minded advisors and valuable partner resources. Today, the Sanctuary Wealth network includes partner companies in 28 states nationwide, with nearly $25 billion in assets under advice. Sanctuary Wealth includes wholly owned subsidiaries.Sanctuary Advisors LLC, SEC Registered Investment Advisors, Sanctuary Securities, FINRA Member Broker-Dealers, Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, Sanctuary Global Family Office
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SOURCE Sanctuary Wealth