Team

Ronan M. O’Byrne

Founder, Managing Partner

Dani Oliveira

Client Engagement Specialist & Firm Operations Analyst

Sam J. Berger

Client Product Specialist & Business Development Analyst

Ronan M. O’Byrne

Founder, Managing Partner

203-489-7777

[email protected]
As an entrepreneur with a financial services career spanning more than 25 years, I launched Crescent Pine Family Office Group in 2022 to capitalize on my vast global work experience, unique family expertise, and to fulfill my professional passion: to provide distinctive wealth management services to successful families and business owners.

I work with a select group of like-minded entrepreneurs, owner-operators of family businesses, and ultra high net worth individuals who share a common appreciation for the most valuable asset in their lives: ”Their Time.”

By offering a highly personalized, fully responsive and comprehensive set of private banking services, we are able to give back time to our families, so that they can focus on spending their time to pursuit of their personal goals and aspirations.

Prior to launching my own firm, I served as a Managing Director and Senior Advisor at Fieldpoint Private Bank & Trust, in Greenwich, Connecticut, where I ran a private multi-family office practice. I had joined Fieldpoint in 2014, following a successful 20-year career in capital markets, which allowed me to bring valuable knowledge and skills to help my clients with investment and risk management, as well as all aspects of capital investing.

I earned a bachelor’s degree in economics at Boston College. Today I hold the Series 7, 55, 63, 65 and NMLS licenses.

Dani Oliveira

Client Engagement Specialist & Firm Operations Analyst

(203) 489-7776

[email protected]
Dani joined Crescent Pine Family Office Group in 2022 and is a key point of client contact.  Dani manages the entire client engagement and onboarding process for all aspects of the firm.  She actively works with the Managing Partner to streamline our firm operational process while improving efficiencies through best in class family office practices.

With a keen passion for finance that includes an accounting & bookkeeping background, Dani delivers prompt communication on behalf of our member families.  Dani delivers an exceptional level of personalized service and can assist in all aspects of the day to day activities.  She is originally from Brazil, fluent in 3 languages and resides in Greenwich, Ct.

Sam J. Berger

Client Product Specialist & Business Development Analyst

(203) 489-7775

[email protected]
Sam joined Crescent Pine Family Office Group in 2022 after graduating from Colgate University with degrees in Sociology, Anthropology, Writing and Rhetoric.  As a key team member Sam’s primary responsibilities focus around Client Product Specialization, Business Development Initiatives and Social Media content for the firm. 

Sam has a keen passion for all things capital markets related, where he worked previously over two summers at Fieldpoint Private Bank & Trust in their accelerated internship program for accounting and asset management.  He consistently ranked at the top of his summer class.  Sam grew up in Westchester, NY., where he is very active in the local community and will work in the Greenwich office.

Our Partners at Sanctuary Wealth

Among the resources and support we receive from Sanctuary Wealth is access to the investment team that drives the Outsourced CIO process that we offer to Crescent Pine clients.

Mary Ann Bartels is a recognized and an award winning strategist that spent 35-years on Wall Street analyzing and communicating trends in the economy, equities, bonds, commodities and exchange traded funds. Ms. Bartels held many roles at Merrill Lynch and Bank of America. She also held portfolio manager roles at Zweig-Avatar in New York and Batterymarch in Boston.

For many years Mary Ann was responsible for contributing to the thought leadership for investment guidance and portfolio solutions for Merrill Lynch advisors and clients. Mary Ann’s name became synonymous with high-quality portfolio strategy and research, earning her the respect of clients and her peers in the industry.

Mary Ann is an Institutional Investor All-American Research ranked analyst for six consecutive years for her work in Technical Analysis. She is also highly regarded for development of proprietary models for equity pairs trading and for her stock, sector and industry selections, as well as her extensive work on Hedge Funds.

Ms. Bartels has pivoted her career to understanding and educating the cutting edge new technology in Decentralized Finance (DeFi), Cryptocurrency, Non-Fungible Tokens (NFTs) and the Metaverse.

Mary Ann has appeared on CNBC, Bloomberg and Fox Business and has been often quoted in various publications including the Wall Street Journal, Financial Times and Barron’s.

Ms. Bartels earned a Bachelor of Science and Master of Arts degrees in Business and Economics from Fordham University. She is a graduate of the LondonReal DeFi Academy Accelerator program. She serves on several advisory boards including her Alma Mater Fordham University and We4C. Mary Ann has been invited into Marquis Who’s Who in 1998 as a Global Portfolio Manager and in 2019 as an Investment Strategist at Bank of America-Merrill Lynch. She is also a member of the LondonReal DeFi Academy Investment Club.
Patrick McGowan is a Managing Director and Head of Alternative Investments at Sanctuary Wealth. In this role, Patrick oversees a team responsible for all alternative investment matters including manager sourcing, due diligence, selection, and monitoring. He serves as a member of the Alternative Investment Committee. Previously, Patrick was a Senior Vice President and Head of Product Management at Azimut Alternative Capital Partners, the New York-based GP-stakes arm of Azimut Group, one of the largest independent wealth management companies in Europe. Patrick joined Azimut from Invesco Private Capital, the $1 billion private equity and venture capital arm of Invesco (NYSE: IVZ), focusing on efforts for Invesco’s CalSTRS SMA and a fund-of-funds. Prior to Invesco, Patrick was at OC Private Capital, a joint venture between The Carlyle Group and OppenheimerFunds, the advisor to a $1 billion close-ended interval fund focused on private credit. Prior to this role, Patrick was a Senior Director at AI Insight, supporting RIAs and wealth management firms’ alternative investment due diligence efforts, and establishing regulatory and fiduciary best practices. Patrick started his career at OppenheimerFunds, then worked at Altegris Investments as a Vice President.

Patrick earned a bachelor’s degree from Vanderbilt University in Nashville, TN. He holds FINRA Series 7 and 63 registrations.
Kaylie Zielinski is the Platform Education Specialist at Sanctuary Wealth. Kaylie began her career as a wealth advisor and has transitioned to this role to help fellow advisors learn the technology platforms that help oversee the performance of the business, manage client relationships, and build innovative planning solutions to their clients. She is the subject matter expert (SME) in the planning space who defines and builds learning journeys for advisors. Kaylie holds a bachelor's degree in Financial Planning and Counseling from Purdue University in West Lafayette, Indiana.
As Director of Transitions, Lili plays an integral role with all of our breakaway advisors as they prepare for their transition from a wirehouse to launching their new business as an independent advisor. She has over 20 years’ experience in a wirehouse in a variety of roles, including Client Associate, Financial Advisor, and Wealth Management Leadership. In these capacities, she has partnered with many top-performing advisors and support staff, and therefore, she understands both the coaching needs of these teams as well as the expectations of their high net worth clientele. Lili’s experience, coupled with her time in the independent space where she works closely with custodians, critical technology partners and all departments of Sanctuary, gives her the unique ability to translate and transition an advisor’s practice to an independent wealth management business.
Dylan is the Regional Director for the West Coast, where he supports our existing Partner Firms, as well as recruiting new teams to the Sanctuary network. He joined Sanctuary after seven years with UBS Wealth Management, including the past four as a Director and Assistant Market Head for the Atlanta Market. Additionally, he co-led the day to day business of the Atlanta Buckhead branch, one of the largest offices at UBS.

Dylan began his career with UBS in a two year rotational analyst program that provided exposure to multiple areas of the firm, including Capital Markets, the Wealth Advice Center, Banking, an advisor in New York City, the Western Division Leadership Team, and the New York City 1285 Branch Management Team. Following the program, Dylan spent nearly two years on the Municipal Fixed Income Sales Desk, providing advice, portfolio management, and execution to advisors and clients.

He is a proud graduate of The Pennsylvania State University with a Bachelor of Science in Finance from the Smeal College of Business. Dylan and his wife Emily reside in Santa Monica, California with their Bernese Mountain Dog, Sophie.
Shanelle joins us as Director, Head of Platform Education and Community, responsible for the training strategy and execution for Sanctuary Wealth. She comes with over 12 years experience in training and development, specializing in building scalable learning solutions for advisors and their teams. An advocate of advisor technology, Shanelle is passionate about creating micro-learning experiences to help busy advisors adopt technology, drive growth, create operational efficiencies and improve their client experience.

Shanelle began her career in compliance at United Capital Financial Advisors, and quickly thereafter, moved into training where she built out United’s training ecosystem, ultimately launching their learning management system, resource center, and new user boot camps. Responsible for training more than 120 regional offices and 50+ Finlife partner firms to adopt United’s proprietary Finlife technology platform, Shanelle leveraged diverse learning mechanisms to engage learners and create a culture of continuous learning. United was sold to Goldman Sachs in 2019 where Shanelle joined Goldman Saschs as Vice President of Training, responsible for creating a certification and readiness program for advisors participating in growth programs.

Shanelle earned a B.A in English Education from Cal State Long Beach in California. When she isn't busy wrangling her 2 and 5 year old kids, Shanelle enjoys hiking, yoga, reading, and attempting DIY home projects in her Chino Hills, CA home.
Josh manages our Capital Markets desk as part of our Advisor Solutions Group with a particular focus on fixed income and structured investments trading team. Well-known and respected in the industry, Josh is charged with further developing and growing Sanctuary’s institutional business, while simultaneously expanding our servicing offerings to our partner firms. Before joining Sanctuary, Josh worked at International Assets Advisory trading fixed income products for large institutional clients that manage between $10B and $100B in assets. An industry veteran since 1996, he began his career as a retail financial advisor with an additional focus on institutional equity and fixed income sales. In 2002, he transitioned 100% of his efforts toward building a career in the fixed income segment of the market.

Most recently, as the Head of Fixed Income and Trading at IAA, he was responsible for the firm's proprietary trading account and also provided sales and trading support for the firm's approximately 200 financial advisors and their clients, while also servicing the needs of the firm's institutional customers, including private banks, hedge funds, insurance company portfolios, etc. Josh holds the series 7, 63, 24 and 53.
Having joined the firm in June 2021, Rob was appointed Managing Director of Operations and Administration in August 2021. He is responsible for the day-to-day management of our operations departments with the end goal of making Sanctuary the easiest place to do business for our partner firms. He also manages the Transition team with responsibility for the successful transition of new partner firms joining the Sanctuary network. Rob is an industry veteran with more than 20 years of wealth management experience. He has led teams in operations, product management, customer service, and training. Having worked at a broker-dealer (HSBC), a registered investment adviser (Bruderman Asset Management), and a clearing firm (Pershing), all in different capacities, Rob has developed an invaluable knowledge of the various components of the wealth management ecosystem. He is a graduate of Pace University in New York, and holds the FINRA Series 7 and 63 licenses.
Mary Ann Bartels is a recognized and an award winning strategist that spent 35-years on Wall Street analyzing and communicating trends in the economy, equities, bonds, commodities and exchange traded funds. Ms. Bartels held many roles at Merrill Lynch and Bank of America. She also held portfolio manager roles at Zweig-Avatar in New York and Batterymarch in Boston.

For many years Mary Ann was responsible for contributing to the thought leadership for investment guidance and portfolio solutions for Merrill Lynch advisors and clients. Mary Ann’s name became synonymous with high-quality portfolio strategy and research, earning her the respect of clients and her peers in the industry.

Mary Ann is an Institutional Investor All-American Research ranked analyst for six consecutive years for her work in Technical Analysis. She is also highly regarded for development of proprietary models for equity pairs trading and for her stock, sector and industry selections, as well as her extensive work on Hedge Funds.

Ms. Bartels has pivoted her career to understanding and educating the cutting edge new technology in Decentralized Finance (DeFi), Cryptocurrency, Non-Fungible Tokens (NFTs) and the Metaverse.

Mary Ann has appeared on CNBC, Bloomberg and Fox Business and has been often quoted in various publications including the Wall Street Journal, Financial Times and Barron’s.

Ms. Bartels earned a Bachelor of Science and Master of Arts degrees in Business and Economics from Fordham University. She is a graduate of the LondonReal DeFi Academy Accelerator program. She serves on several advisory boards including her Alma Mater Fordham University and We4C. Mary Ann has been invited into Marquis Who’s Who in 1998 as a Global Portfolio Manager and in 2019 as an Investment Strategist at Bank of America-Merrill Lynch. She is also a member of the LondonReal DeFi Academy Investment Club.
Patrick McGowan is a Managing Director and Head of Alternative Investments at Sanctuary Wealth. In this role, Patrick oversees a team responsible for all alternative investment matters including manager sourcing, due diligence, selection, and monitoring. He serves as a member of the Alternative Investment Committee. Previously, Patrick was a Senior Vice President and Head of Product Management at Azimut Alternative Capital Partners, the New York-based GP-stakes arm of Azimut Group, one of the largest independent wealth management companies in Europe. Patrick joined Azimut from Invesco Private Capital, the $1 billion private equity and venture capital arm of Invesco (NYSE: IVZ), focusing on efforts for Invesco’s CalSTRS SMA and a fund-of-funds. Prior to Invesco, Patrick was at OC Private Capital, a joint venture between The Carlyle Group and OppenheimerFunds, the advisor to a $1 billion close-ended interval fund focused on private credit. Prior to this role, Patrick was a Senior Director at AI Insight, supporting RIAs and wealth management firms’ alternative investment due diligence efforts, and establishing regulatory and fiduciary best practices. Patrick started his career at OppenheimerFunds, then worked at Altegris Investments as a Vice President.

Patrick earned a bachelor’s degree from Vanderbilt University in Nashville, TN. He holds FINRA Series 7 and 63 registrations.
Kaylie Zielinski is the Platform Education Specialist at Sanctuary Wealth. Kaylie began her career as a wealth advisor and has transitioned to this role to help fellow advisors learn the technology platforms that help oversee the performance of the business, manage client relationships, and build innovative planning solutions to their clients. She is the subject matter expert (SME) in the planning space who defines and builds learning journeys for advisors. Kaylie holds a bachelor's degree in Financial Planning and Counseling from Purdue University in West Lafayette, Indiana.
As Director of Transitions, Lili plays an integral role with all of our breakaway advisors as they prepare for their transition from a wirehouse to launching their new business as an independent advisor. She has over 20 years’ experience in a wirehouse in a variety of roles, including Client Associate, Financial Advisor, and Wealth Management Leadership. In these capacities, she has partnered with many top-performing advisors and support staff, and therefore, she understands both the coaching needs of these teams as well as the expectations of their high net worth clientele. Lili’s experience, coupled with her time in the independent space where she works closely with custodians, critical technology partners and all departments of Sanctuary, gives her the unique ability to translate and transition an advisor’s practice to an independent wealth management business.
Dylan is the Regional Director for the West Coast, where he supports our existing Partner Firms, as well as recruiting new teams to the Sanctuary network. He joined Sanctuary after seven years with UBS Wealth Management, including the past four as a Director and Assistant Market Head for the Atlanta Market. Additionally, he co-led the day to day business of the Atlanta Buckhead branch, one of the largest offices at UBS.

Dylan began his career with UBS in a two year rotational analyst program that provided exposure to multiple areas of the firm, including Capital Markets, the Wealth Advice Center, Banking, an advisor in New York City, the Western Division Leadership Team, and the New York City 1285 Branch Management Team. Following the program, Dylan spent nearly two years on the Municipal Fixed Income Sales Desk, providing advice, portfolio management, and execution to advisors and clients.

He is a proud graduate of The Pennsylvania State University with a Bachelor of Science in Finance from the Smeal College of Business. Dylan and his wife Emily reside in Santa Monica, California with their Bernese Mountain Dog, Sophie.
Shanelle joins us as Director, Head of Platform Education and Community, responsible for the training strategy and execution for Sanctuary Wealth. She comes with over 12 years experience in training and development, specializing in building scalable learning solutions for advisors and their teams. An advocate of advisor technology, Shanelle is passionate about creating micro-learning experiences to help busy advisors adopt technology, drive growth, create operational efficiencies and improve their client experience.

Shanelle began her career in compliance at United Capital Financial Advisors, and quickly thereafter, moved into training where she built out United’s training ecosystem, ultimately launching their learning management system, resource center, and new user boot camps. Responsible for training more than 120 regional offices and 50+ Finlife partner firms to adopt United’s proprietary Finlife technology platform, Shanelle leveraged diverse learning mechanisms to engage learners and create a culture of continuous learning. United was sold to Goldman Sachs in 2019 where Shanelle joined Goldman Saschs as Vice President of Training, responsible for creating a certification and readiness program for advisors participating in growth programs.

Shanelle earned a B.A in English Education from Cal State Long Beach in California. When she isn't busy wrangling her 2 and 5 year old kids, Shanelle enjoys hiking, yoga, reading, and attempting DIY home projects in her Chino Hills, CA home.
Josh manages our Capital Markets desk as part of our Advisor Solutions Group with a particular focus on fixed income and structured investments trading team. Well-known and respected in the industry, Josh is charged with further developing and growing Sanctuary’s institutional business, while simultaneously expanding our servicing offerings to our partner firms. Before joining Sanctuary, Josh worked at International Assets Advisory trading fixed income products for large institutional clients that manage between $10B and $100B in assets. An industry veteran since 1996, he began his career as a retail financial advisor with an additional focus on institutional equity and fixed income sales. In 2002, he transitioned 100% of his efforts toward building a career in the fixed income segment of the market.

Most recently, as the Head of Fixed Income and Trading at IAA, he was responsible for the firm's proprietary trading account and also provided sales and trading support for the firm's approximately 200 financial advisors and their clients, while also servicing the needs of the firm's institutional customers, including private banks, hedge funds, insurance company portfolios, etc. Josh holds the series 7, 63, 24 and 53.
Having joined the firm in June 2021, Rob was appointed Managing Director of Operations and Administration in August 2021. He is responsible for the day-to-day management of our operations departments with the end goal of making Sanctuary the easiest place to do business for our partner firms. He also manages the Transition team with responsibility for the successful transition of new partner firms joining the Sanctuary network. Rob is an industry veteran with more than 20 years of wealth management experience. He has led teams in operations, product management, customer service, and training. Having worked at a broker-dealer (HSBC), a registered investment adviser (Bruderman Asset Management), and a clearing firm (Pershing), all in different capacities, Rob has developed an invaluable knowledge of the various components of the wealth management ecosystem. He is a graduate of Pace University in New York, and holds the FINRA Series 7 and 63 licenses.
Mary Ann Bartels is a recognized and an award winning strategist that spent 35-years on Wall Street analyzing and communicating trends in the economy, equities, bonds, commodities and exchange traded funds. Ms. Bartels held many roles at Merrill Lynch and Bank of America. She also held portfolio manager roles at Zweig-Avatar in New York and Batterymarch in Boston.

For many years Mary Ann was responsible for contributing to the thought leadership for investment guidance and portfolio solutions for Merrill Lynch advisors and clients. Mary Ann’s name became synonymous with high-quality portfolio strategy and research, earning her the respect of clients and her peers in the industry.

Mary Ann is an Institutional Investor All-American Research ranked analyst for six consecutive years for her work in Technical Analysis. She is also highly regarded for development of proprietary models for equity pairs trading and for her stock, sector and industry selections, as well as her extensive work on Hedge Funds.

Ms. Bartels has pivoted her career to understanding and educating the cutting edge new technology in Decentralized Finance (DeFi), Cryptocurrency, Non-Fungible Tokens (NFTs) and the Metaverse.

Mary Ann has appeared on CNBC, Bloomberg and Fox Business and has been often quoted in various publications including the Wall Street Journal, Financial Times and Barron’s.

Ms. Bartels earned a Bachelor of Science and Master of Arts degrees in Business and Economics from Fordham University. She is a graduate of the LondonReal DeFi Academy Accelerator program. She serves on several advisory boards including her Alma Mater Fordham University and We4C. Mary Ann has been invited into Marquis Who’s Who in 1998 as a Global Portfolio Manager and in 2019 as an Investment Strategist at Bank of America-Merrill Lynch. She is also a member of the LondonReal DeFi Academy Investment Club.
Patrick McGowan is a Managing Director and Head of Alternative Investments at Sanctuary Wealth. In this role, Patrick oversees a team responsible for all alternative investment matters including manager sourcing, due diligence, selection, and monitoring. He serves as a member of the Alternative Investment Committee. Previously, Patrick was a Senior Vice President and Head of Product Management at Azimut Alternative Capital Partners, the New York-based GP-stakes arm of Azimut Group, one of the largest independent wealth management companies in Europe. Patrick joined Azimut from Invesco Private Capital, the $1 billion private equity and venture capital arm of Invesco (NYSE: IVZ), focusing on efforts for Invesco’s CalSTRS SMA and a fund-of-funds. Prior to Invesco, Patrick was at OC Private Capital, a joint venture between The Carlyle Group and OppenheimerFunds, the advisor to a $1 billion close-ended interval fund focused on private credit. Prior to this role, Patrick was a Senior Director at AI Insight, supporting RIAs and wealth management firms’ alternative investment due diligence efforts, and establishing regulatory and fiduciary best practices. Patrick started his career at OppenheimerFunds, then worked at Altegris Investments as a Vice President.

Patrick earned a bachelor’s degree from Vanderbilt University in Nashville, TN. He holds FINRA Series 7 and 63 registrations.
Kaylie Zielinski is the Platform Education Specialist at Sanctuary Wealth. Kaylie began her career as a wealth advisor and has transitioned to this role to help fellow advisors learn the technology platforms that help oversee the performance of the business, manage client relationships, and build innovative planning solutions to their clients. She is the subject matter expert (SME) in the planning space who defines and builds learning journeys for advisors. Kaylie holds a bachelor's degree in Financial Planning and Counseling from Purdue University in West Lafayette, Indiana.
As Director of Transitions, Lili plays an integral role with all of our breakaway advisors as they prepare for their transition from a wirehouse to launching their new business as an independent advisor. She has over 20 years’ experience in a wirehouse in a variety of roles, including Client Associate, Financial Advisor, and Wealth Management Leadership. In these capacities, she has partnered with many top-performing advisors and support staff, and therefore, she understands both the coaching needs of these teams as well as the expectations of their high net worth clientele. Lili’s experience, coupled with her time in the independent space where she works closely with custodians, critical technology partners and all departments of Sanctuary, gives her the unique ability to translate and transition an advisor’s practice to an independent wealth management business.
Dylan is the Regional Director for the West Coast, where he supports our existing Partner Firms, as well as recruiting new teams to the Sanctuary network. He joined Sanctuary after seven years with UBS Wealth Management, including the past four as a Director and Assistant Market Head for the Atlanta Market. Additionally, he co-led the day to day business of the Atlanta Buckhead branch, one of the largest offices at UBS.

Dylan began his career with UBS in a two year rotational analyst program that provided exposure to multiple areas of the firm, including Capital Markets, the Wealth Advice Center, Banking, an advisor in New York City, the Western Division Leadership Team, and the New York City 1285 Branch Management Team. Following the program, Dylan spent nearly two years on the Municipal Fixed Income Sales Desk, providing advice, portfolio management, and execution to advisors and clients.

He is a proud graduate of The Pennsylvania State University with a Bachelor of Science in Finance from the Smeal College of Business. Dylan and his wife Emily reside in Santa Monica, California with their Bernese Mountain Dog, Sophie.
Shanelle joins us as Director, Head of Platform Education and Community, responsible for the training strategy and execution for Sanctuary Wealth. She comes with over 12 years experience in training and development, specializing in building scalable learning solutions for advisors and their teams. An advocate of advisor technology, Shanelle is passionate about creating micro-learning experiences to help busy advisors adopt technology, drive growth, create operational efficiencies and improve their client experience.

Shanelle began her career in compliance at United Capital Financial Advisors, and quickly thereafter, moved into training where she built out United’s training ecosystem, ultimately launching their learning management system, resource center, and new user boot camps. Responsible for training more than 120 regional offices and 50+ Finlife partner firms to adopt United’s proprietary Finlife technology platform, Shanelle leveraged diverse learning mechanisms to engage learners and create a culture of continuous learning. United was sold to Goldman Sachs in 2019 where Shanelle joined Goldman Saschs as Vice President of Training, responsible for creating a certification and readiness program for advisors participating in growth programs.

Shanelle earned a B.A in English Education from Cal State Long Beach in California. When she isn't busy wrangling her 2 and 5 year old kids, Shanelle enjoys hiking, yoga, reading, and attempting DIY home projects in her Chino Hills, CA home.
Josh manages our Capital Markets desk as part of our Advisor Solutions Group with a particular focus on fixed income and structured investments trading team. Well-known and respected in the industry, Josh is charged with further developing and growing Sanctuary’s institutional business, while simultaneously expanding our servicing offerings to our partner firms. Before joining Sanctuary, Josh worked at International Assets Advisory trading fixed income products for large institutional clients that manage between $10B and $100B in assets. An industry veteran since 1996, he began his career as a retail financial advisor with an additional focus on institutional equity and fixed income sales. In 2002, he transitioned 100% of his efforts toward building a career in the fixed income segment of the market.

Most recently, as the Head of Fixed Income and Trading at IAA, he was responsible for the firm's proprietary trading account and also provided sales and trading support for the firm's approximately 200 financial advisors and their clients, while also servicing the needs of the firm's institutional customers, including private banks, hedge funds, insurance company portfolios, etc. Josh holds the series 7, 63, 24 and 53.
Having joined the firm in June 2021, Rob was appointed Managing Director of Operations and Administration in August 2021. He is responsible for the day-to-day management of our operations departments with the end goal of making Sanctuary the easiest place to do business for our partner firms. He also manages the Transition team with responsibility for the successful transition of new partner firms joining the Sanctuary network. Rob is an industry veteran with more than 20 years of wealth management experience. He has led teams in operations, product management, customer service, and training. Having worked at a broker-dealer (HSBC), a registered investment adviser (Bruderman Asset Management), and a clearing firm (Pershing), all in different capacities, Rob has developed an invaluable knowledge of the various components of the wealth management ecosystem. He is a graduate of Pace University in New York, and holds the FINRA Series 7 and 63 licenses.

Log into Crescent Pine
Client Portal

Log Into BNY Mellon Pershing
NetXinvestor

Log Into Fidelity Investments

Log Into Fieldpoint Private:


– Personal Banking

– Treasury Cash Management