Sanctuary Wealth Adds Another Billion-Dollar Wirehouse Team

Strauss, who has over 35 years of financial advisory experience, added: “Sanctuary has built a robust platform for serving clients with an elite network of likeminded, successful advisors. The culture and capabilities are unmatched in the industry. We will have a much more robust selection of solutions available and the ability to determine which strategies make the most sense for each individual client.”

“We conducted extensive due diligence before arriving at such an important decision and it was obvious that for our team and our clients that Sanctuary was the way to go,” according to Lewis. “We really liked their business model and found the resources available to be far beyond what any other firm provides. Sanctuary offered us all the things that matter to us and our clients,” he said in a statement.

“Sanctuary Wealth has disrupted the industry and stands out as the ideal partner for top bank and brokerage teams with a client focused mission and an entrepreneurial spirit. We want to be part of that,” according to Kahn, who said that “played a big part in our decision.”

SLK also includes: partner and portfolio manager Hank Krakover, a financial advisor since 1995; Chief Investment Officer Razmig Der-Tavitian, a veteran of 15 years in institutional asset management; financial advisor Joseph Plutsky; investment analyst Eric Beatty; registered client associates Michi Lunde and Barbara Moreno; and client associates Evan Richardson, Derek Finch, Armen Kesian, and Kevin Ozbay.

The Sanctuary Wealth network now includes partner firms in 27 states across the U.S., with $25 billion in assets under advisement.

Pictured: Jim Dickson, CEO of Sanctuary Wealth