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

Board Member, Founder & Chief Executive Officer, Sanctuary Wealth

Vince Fertitta

President

Robert Walter

President

Shari Missman
Miller

Chief People Officer

Miles Edwards

Chief Compliance Officer and General Counsel

Michael Longley

Chief Growth Officer

Robert Gaudio

Managing Director of Operations and Administration

Jeff Kilburg

Chief Investment Officer

Rodolfo Rake

Managing Director, Head of Middle Markets

Brian Weiner

Managing Director, Co-Head of Sanctuary Global Family Office

Michael Winn

Managing Director, Co-Head of Sanctuary Global Family Office

Phillip R. Porpora, Jr.

Managing Director

Paul Sullivan

Managing Director

Dylan Isaacs

Regional Director

Richard Williams

Managing Director, Head of Advisor Solutions Group

Carmen Irazola

Head of Marketing and Communications

Board

Massimo Guiati

Chairman of the Board, Co-CEO & Global Head of Distribution, Azimut Group

Jim Dickson

Board Member, Founder & Chief Executive Officer, Sanctuary Wealth

Vittorio Pracca

Board Member, Chairman, Azimut Alternative Capital Partners & Deputy CEO, Azimut USA

J. Christopher Cooke

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

Paul Barrett

Board Member, Chief Executive Officer, AZ Next Generation Advisory

Paul Brain

Board Member, Chief Operating Officer, AZ Next Generation Advisory

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Pershing Transition PDFs

Pershing Program Pershing Dreyfus Fund Comparison Prospectus – Administrative Shares Prospectus – Institutional Shares Prospectus – Dreyfus Cash Management Funds Prospectus – Dreyfus Cash Management Funds Pershing Customer Fees