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Next-gen partnership with close to $800 million AUM is Sanctuary’s third this year from UBS
INDIANAPOLIS, Aug. 12, 2022 /PRNewswire/ — Sanctuary Wealth, home to the next generation of elite advisors, welcomes Marble Wealth, its first team in Alabama. Based in Montgomerythe four-person team had more than $770 million in client assets under management as of July 31, 2022. The firm includes Chief Executive Officer, Partner Matthew Murphy, CFP® and Chief Operating Officer, Partner Rebecca Baker, CFP®who previously operated as Longleaf Wealth Management at UBS, and Chief Investment Officer, Partner Adam Rogers, previously Portfolio Manager at The Retirement Systems of Alabama.
“We’re pleased to welcome Marble Wealth as our first partners in Alabamabut what’s really important is what this team represents,” said Jim DicksonCEO and Founder of Sanctuary Wealth. “They are a highly credentialed next generation team with long careers ahead of them. Matthew and Rebecca built an incredible practice as UBS employees and have now unlocked that asset becoming business owners. Adding Adam’s portfolio management expertise into the mix will allow them to serve clients even more fully.”
Marble Wealth’s CEO Matthew Murphy spent his entire career of more than 14 years with UBS rising to the position of Senior Vice President, Wealth Management. He is a Certified Financial Planner (CFP®) and a graduate of…
Full story available on Benzinga.com
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