Sanctuary Wealth Continues Growth Trajectory as Respected Industry Veterans Robert Walter and Jim Kelly Join the Firm in Key Business Development Roles
October 4, 2018
INDIANAPOLIS–(Business Wire)–Sanctuary Wealth (“Sanctuary”) has announced that renowned industry leader Robert Walter will be joining the Sanctuary leadership team as Senior Managing Director. Jim Kelly and his team will be joining the firm to bolster its presence in the institutional and fixed-income space.
“We are both pleased and fortunate to welcome Bob and Jim to Sanctuary Wealth. Given long and outstanding tenures in the wealth management industry, they bring unique skill sets, an aggressive growth vision, and shared values to our firm,” says Jim Dickson, President and Founder of Sanctuary. “With exceptional track records in holistic wealth management, business development, and particular expertise in the institutional space, Bob and Jim will escort our firm to the next level in key areas such as fixed income, insurance, and investment banking.”
As Senior Managing Director, Bob Walter will lead Sanctuary’s growing institutional business and independent broker-dealer channel, and will also serve as a member of the Executive team. While he is charged with expanding the firm’s independent division nationally, Bob will have particular focus on growing the Chicagoland market; he will be based out of the Lake Forest, Illinois office.
Having spent more than two decades helping registered representatives, broker-dealers, and institutions grow their businesses, Bob is especially skilled in building and maintaining relationships with entrepreneurs and other independent financial services partners, as well as running independent entities himself. “Sanctuary leadership has put forth a business model that’s rich in creativity, collaboration, and intelligence,” says Bob. “I’m eager to work with this exceptional team as it continues to serve elite Advisors and their high-net-worth clients with even greater capability, diversification, and performance.”
Along with Bob Walter, industry renown Jim Kelly brings to Sanctuary more than a quarter century of experience in wealth management, financial planning, and investments. Most recently a trader in government securities, Jim will focus on expanding Sanctuary’s fixed income business targeting among others, hedge funds, banks, and insurance companies. A multi-million-dollar producer, Jim brings a high level of proficiency to Sanctuary’s growing institutional business, as well as a laser-sharp client focus. About joining Sanctuary, Kelly says: “The opportunity to join such an innovative, rapidly growing firm is certainly compelling in its own right. Add to that a differentiated holistic platform, and a network of accomplished Advisors who collaborate, share best practices, and learn from one another, and it’s clear that Sanctuary’s is an attractive business model for the future.”
About Sanctuary Wealth
Sanctuary Wealth brings together an elite group of wealth Advisors, selected for their experience, impressive compliance and performance records. These talented, highly experienced Advisors operate with their clients’ best interests as their primary focus. Partnered IndependenceSM ensures them comprehensive support in all aspects of serving clients and growing their businesses through affiliation with Noyes Group, LLC, a full-service investment firm headquartered in the Midwest, with offices throughout the country. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, this partner-owned firm offers a comprehensive menu of products and services to individual and institutional clients.
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