INDIANAPOLIS, April 27, 2021 / PRNewswire / – Sanctuary Wealth, home to the next generation of elite advisers, named financial services industry veteran and CNBC contributor Jeff Kilburg as Chief Investment Officer and Portfolio Manager. In this new leadership role within Sanctuary, Mr. Kilburg will be responsible for the growth and expansion of Sanctuary’s investment solutions group, which provides Outsourced Chief Investment Officer (OCIO) services, model portfolios ETFs, Separately Managed Accounts (SMA), investment research and due diligence. to Sanctuary Wealth and Sanctuary Global advisers. Sanctuary Wealth has also invested in KKM Financial, an investment advisory firm founded by Mr. Kilburg.
Mr. Kilburg will be a member of Sanctuary’s management team, reporting directly to the CEO Jim dickson. It will partner with Rich williams the Head of the Advisor Solutions group to lead a team of seven accredited professionals who support Sanctuary Advisors with portfolio advice, model portfolios, research, analysis, investment due diligence, management events assets and investment forums. He will further develop the team’s capabilities and oversee KKM’s existing ETF model portfolios which will now be available to Sanctuary advisors and their clients.
With nearly 25 years of experience managing funds, building model ETF portfolios and building strong relationships, Mr. Kilburg is frequently asked by the media to comment on financial matters. He is a long-time contributor to CNBC, where he regularly provides market information on “Halftime Report”, “Closing Bell” and “Worldwide Exchange”.
“The appointment of an Investment Director is an important step in the future evolution of our platform and Jeff brings investment intelligence, thought leadership and exceptional experience as a portfolio manager,” said Jim dickson, CEO and Founder of Sanctuary Wealth. “With the addition of the open architecture ETF model portfolios developed by KKM, we are providing another tool for our advisors to better serve their clients. We are also excited to add Jeff to our leadership team and look forward to supporting his leadership of the Investment Solutions Group as we seek to catalyze the growth of our domestic and global advisory business. “
“Over the past decade, I have created separate model portfolios to help advisors implement a differentiating, consistent and repeatable investment process, and Sanctuary Wealth shares my goal of building wealth for clients.” Mr. Kilburg said. “Sanctuary also distinguishes itself as a leader with a significant growth trajectory globally. I look forward to working with each partner team to support the growth of assets in their client portfolios.”
Mr. Kilburg founded KKM Financial, a Chicagoboutique based asset management company that works with wealth advisers, financial institutions and family offices including portfolio advice for InCapital and Nuveen He started his career at CBOE and eventually moved to Bond pits of the CBOT / CME group. He then transferred his floor operations to an investment advisory firm registered in 2012. Mr. Kilburg graduated from the University of Notre Dame Mendoza College of Business and was a four year football scholarship athlete under the coach Lou holtz.
About Sanctuary Wealth
Wealth of the sanctuary (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to create and own their own practices, and who want the freedom to deliver the tailored service their clients deserve. Sanctuary’s Partnered Independence Ecosystem provides a comprehensive technology and operational platform, as well as the support of a community of like-minded advisors and invaluable affiliate business resources. Currently, the Sanctuary Wealth network includes 48 partner companies in 19 states with more than $ 15.0 billion in assets under advisement. The Sanctuary Wealth Group includes the wholly-owned subsidiaries Sanctuary Advisors, a registered investment adviser and broker-dealer Sanctuary Securities, as well as Sanctuary Alternative Solutions, Sanctuary Insurance Solutions, Sanctuary Global and Sanctuary Global Tax and Family Office.
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