Our Team

Executive
Team

Sanctuary’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.

You and your clients will benefit from Sanctuary’s combination of brokerage and advisory services, backed by our leadership team who have a wealth of experience in both wirehouse and independent environments.

Jim Dickson

Board Member, Founder & Chief Executive Officer, Sanctuary Wealth

Vince Fertitta

President, Wealth Management

Robert Walter

President, Sanctuary Securities

Michael Longley

Managing Director, Head of Business Development and Delivery

Kelly Tramontano

Chief Operating Officer

David Shane

Chief Financial Officer

Jeff Kilburg

Chief Investment Officer

Richard Williams

Managing Director, Head of Advisor Solutions Group

Rodolfo Rake

Managing Director

Leadership Team

Susan Graybeal

Director, Sanctuary Global

Elisa Granados-Anderson

Director, Sanctuary Global

Lauren Colonna

Chief Marketing Officer

Karen Miller

Director, Institutional Services

Carlos Gonzalez

International Compliance Consultant

Gisselle Balza

Senior Portfolio Associate

Jake Palmer

Operations and Compliance Director

Josh Freeman

Managing Director, Capital Markets

Doug MacKay

Director, Accounting & Finance

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