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"[People] don’t expect retirement to begin with social security and sit on the back deck in a lounge chair for the rest of their lives. This group really wants to remain active."

Jeff Cimini, head of personal retirement at Merrill Lynch

San Francisco's Sanctuary Wealth Adds CFO Of Broker-Dealer

Harriet Davies
Editor - Family Wealth Report

21 August 2012
Daily News Analysis

San Francisco-based Sanctuary Wealth Services has appointed Bernie Notas as chief financial officer of Sanctuary Securities, its registered broker-dealer firm.

Notas has previously served as CFO of BTIG, OffRoad Capital, Montgomery Securities, and Rooney Pace Group.

Meanwhile, Jill DeMayo has joined the firm as a compliance officer at both Sanctuary Wealth Advisors and Sanctuary Securities. She has 15 years of industry experience and will work alongside Talia Brandt, who has served as a compliance officer at Sanctuary for the past three years.

“Sanctuary continues to hire experienced professionals who are dedicated to supporting advisors who want to build their practice and deliver outstanding service to clients,” said Keith Ogden, chief operating officer of Sanctuary Wealth Services.

Sanctuary provides investment and consulting services to independent advisors and was founded by a team of former Wall Street brokers and wealth management executives.

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