Our Team


Sanctuary Wealth’s accomplished senior management team is directly involved in an ongoing consultative role to ensure an optimal set-up for each partner firm, providing invaluable experience, expertise and a genuine welcome to our partnership.

Jim Dickson

Board Member, Founder & Chief Executive Officer, Sanctuary Wealth

Vince Fertitta


Robert Walter


Michael Longley

Chief Growth Officer

Jene Hoosier

Chief Operating Officer

Richard Williams

Managing Director, Head of Advisor Solutions Group

Robert Gaudio

Managing Director of Operations and Administration

Carmen Irazola

Head of Marketing and Communications

Miles Edwards

Chief Compliance Officer and General Counsel

Josh Freeman

Managing Director, Head of Capital Markets

Shanelle Grisso

Director, Head of Platform Education and Community

Dylan Isaacs

Regional Director

Lili Kaufmann

Head of Transitions

Mary Ann Bartels

Chief Investment Strategist

Doug MacKay

Managing Director, Accounting

Jack McCormack

Managing Director, Business Integrations

Patrick McGowan

Managing Director, Head of Manager Research and Alternative Investments

Eric Nothstein

Head of Business Development

Phillip R. Porpora, Jr.

Managing Director

Paul Sullivan

Managing Director

Oksana Poznak

Director of Strategic Partnerships

Duke Schillaci

Director, Head of Corporate Development

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