Firm Taps Former Wells Fargo, UBS Executive Michael Goldfader to Lead West Coast Region and Michelle McIntyre as National Business Development Officer

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Sanctuary Wealth has appointed Michael Goldfader as its new West Coast Regional Managing Director. Goldfader brings 33 years of experience as a financial advisor and senior field leader to his role. He joins a team of wirehouse executives who have brought their skills and relationships to Sanctuary.

Michelle McIntyre has also joined the firm as the National Business Development Officer. With over two decades in financial services, McIntyre has experience in both independent and wirehouse channels. She will be responsible for attracting new breakaway partner firms and expanding Sanctuary’s market.

Both Goldfader and McIntyre will report directly to Sanctuary’s President, Vince Fertitta. Fertitta expressed his confidence in their abilities, stating that their contributions will be significant to the ongoing success of Sanctuary. He also commented on the experience and expertise that Goldfader and McIntyre bring to the firm, with Goldfader’s background at Wells Fargo and UBS and McIntyre’s experience in both wirehouse and independent spaces.

Goldfader, as the West Coast Regional Managing Director, will focus on recruiting top-producing financial advisors along the West Coast, helping them launch and grow their own independent wealth management businesses. He will also ensure that partner firms in his region receive the necessary support to thrive as business owners.

McIntyre, in her role as National Business Development Officer, will work with Goldfader and the business development team to attract new partner firms and expand the addressable market. She will assist partner firms in growing their practices and provide the necessary support and resources for business growth.

Sanctuary’s CEO, Adam Malamed, expressed his excitement in welcoming Goldfader and McIntyre to the firm, stating that they bring unique perspectives and an advisor-centric mindset that will enhance Sanctuary’s approach to partnered independence.

Sanctuary Wealth operates in the financial services industry, specifically in the wealth management sector. As a wealth management firm, they provide a range of services to high-net-worth individuals, including investment management, financial planning, and retirement planning.

In the coming years, the wealth management industry is expected to see continued growth. According to market forecasts, the global wealth management market is projected to reach a value of $5.5 trillion by 2027, with a compound annual growth rate (CAGR) of 5.5%. Factors such as increasing wealth and the growing need for financial advice are driving this growth.

However, the industry also faces several challenges and issues. One of the key challenges is the increasing competition among wealth management firms. With the rise of digital platforms and robo-advisors, traditional wealth management firms like Sanctuary Wealth need to differentiate themselves and provide unique value to their clients.

Another issue in the industry is the regulatory environment. Financial regulations are constantly evolving, and wealth management firms need to stay compliant with these regulations to maintain their credibility and protect their clients. This requires significant investments in resources and technology to ensure compliance.

To navigate these challenges and capitalize on the growing market, Sanctuary Wealth has appointed Michael Goldfader as the West Coast Regional Managing Director and Michelle McIntyre as the National Business Development Officer. These strategic hires aim to strengthen Sanctuary’s position in the industry and attract new partner firms.

With Goldfader’s extensive experience as a financial advisor and senior field leader, he brings valuable expertise to Sanctuary. His background at Wells Fargo and UBS demonstrates his knowledge of the industry and his ability to recruit top-producing financial advisors. Goldfader’s focus on the West Coast will help Sanctuary expand its footprint in the region and support partner firms in launching and growing their own independent wealth management businesses.

McIntyre also brings a wealth of experience to her role as the National Business Development Officer. Her decades of experience in financial services, both in independent and wirehouse channels, will be instrumental in attracting new breakaway partner firms and expanding Sanctuary’s market. Her role will involve working closely with Goldfader and the business development team to provide partner firms with the support and resources needed for business growth.

These appointments represent Sanctuary Wealth’s commitment to providing exceptional service to their partner firms and clients. By leveraging the expertise of Goldfader and McIntyre, Sanctuary aims to strengthen their position in the wealth management industry and drive continued growth in the coming years.

For more information, you can visit Sanctuary Wealth’s official website: Sanctuary Wealth.