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Our Team

Executive
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

Chief Executive Officer

Vince Fertitta

President, Wealth Management

David Shane

Chief Financial Officer

Kelly Tramontano

Chief Operating Officer

Robert Walter

President, Sanctuary Securities and Chief Risk Officer

Lauren Colonna

Chief Marketing Officer

Michael Longley

Managing Director, Head of Business Development and Delivery

Leadership Team

Amit Dogra

Managing Director, Head of Practice Management and Field Communications

Josh Freeman

Managing Director, Capital Markets

Kevin Chase

Chief Compliance Officer

Jack McCormack

Chief Information Officer

Richard Williams

Head of Advisor Solutions Group

Cindy Feldman

Director, Finance & Human Resources

Susan Graybeal

Director, International Wealth Management

Lili Kaufmann

Director, Transitions

Doug MacKay

Director, Accounting & Finance

Karen Miller

Director, Institutional Services

Board

Jim Dickson

Chief Executive Officer

David Shane

Chief Financial Officer

Brian Cooke

Board Member, Principal and Senior Institutional Consultant, Cooke Financial Group

J. Christopher Cooke

Board Member, Principal and Senior Institutional Consultant, Cooke Financial Group

Elizabeth Evans

Board Member, Managing Partner Evans May Wealth

Blake Harper

Board Member, Managing Partner and Chief Investment Officer, Orchard Capital Management

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