Michael has held various Senior and Executive Leadership roles at Sanctuary Wealth, including COO, CAO, Head of Business Development and Delivery and now serves as Chief Growth Officer. As Chief Growth Officer Michael is responsible for the experience that all of our Partner Firms have as part of their affiliation with Sanctuary Wealth, including Practice Management, supporting Business Growth and overall Profitability of their respective firms. In addition, Michael partners with other Senior Leaders on Sanctuary’s inorganic growth model and M&A activity, along with supporting the Breakaway Business. In his time Michael has played an integral role successfully recruiting over $100MM in revenue into Sanctuary’s Network. As a result of Michael’s various roles, he is “hands on” with our partner firms from the earliest days of the recruiting process, through their transition to their ongoing experience with Sanctuary.
Michael is closely aligned with our Advisor Solutions, Technology, Operations and Compliance teams ensuring that we deliver the best-in-class experience for our Partner Firms. His role requires close relationships and a deep understanding of Sanctuary’s custodians, vendors, and partners.
Michael began his career in the service department at Merrill Lynch in 2005 and quickly rose through the ranks to Chief Operating Officer for one of Merrill Lynch Wealth Management Divisions. During Michael’s tenure, he was accountable for creating, illustrating, and implementing core compensation programs, was responsible for leading 2,000+ financial advisors in strategic adoption and business growth, as well as holding responsibility for managing expenses and meeting growth objectives for his division. Michael also held various operational roles, was responsible for executive analysis, trend analysis and overall support of the firm’s advisory business.
Michael earned a B.S. in Business Management from Gettysburg College in Pennsylvania. Michael and his wife, Michelle, have two children and reside in Carmel, Indiana.