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August 28, 2020 at 03:24 PM
RIA, broker-dealer and platform provider Sanctuary Wealth has hired Kelly Tramontano as its chief operating officer. The news comes one week after the wealth group added the $530 million, eight-member Longo Group from Merrill Lynch.
Tramontano cut her teeth at Robert W. Baird starting in the early 1990s and then spent much of her industry career leading SWBC Investment Services, which provides insurance, mortgage and other services to financial institutions, firms and individuals from its headquarters in San Antonio, Texas, and other locations.
“I’m very excited to be joining Sanctuary Wealth at this point in the firm’s growth,” she said in a statement. ”I’ve always enjoyed helping build businesses and with Sanctuary being a relatively new firm, there’s tremendous opportunity for future development in a number of areas.”
Indianapolis-based Sanctuary Wealth now has 38 partner firms with over $10 billion in assets under advisement. Its operations include RIA Sanctuary Advisors, broker-dealer Sanctuary Securities, as well as Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Capital Markets and Sanctuary Global Family Office.
