Description
Proven practitioner and leader of multiple national wealth management businesses. * Write monthly column for a leading wealth management publication. * Advocate for high net worth clients and their advisors. President and Head of Wealth Management, Fort Point Capital Partners, 2017 to 2018 * Identified Three Segments for advisor recruiting * Blog - The Wealth Consigliere to generate independent advisor interest * Evaluated and supported current advisors Founder and CEO, Sanctuary Wealth Services, San Francisco, 2009 to 2017 * Created a business accelerator for breakaway advisors. * Raised two rounds of convertible debt to fund the start-up and growth of the firm. * Purchased and integrated a full service broker dealer. * Created a MOOC for clients covering, business management, operations, marketing and financial reporting. * Transitioned 7 firms with 21 advisors and 10 support professionals. * Created a social media presence using Facebook, Twitter, LinkedIn and a monthly blog. Managing Director
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Katherine Delmar Burke School | Head Of Financial Assistance Taskforce | 1/2007 - 1/2013 |
| Presidio Financial Partners | Partner | 1/2004 - 1/2007 |
| Montgomery Securities And Bank Of America Private Bank | Managing Director | 1/1995 - 1/2004 |
Accomplishments
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