share_log

Sanctuary Wealth Commences Next Stage of Digital Strategy With Appointment of Robert Coppola As Chief Technology Officer

Sanctuary Wealth Commences Next Stage of Digital Strategy With Appointment of Robert Coppola As Chief Technology Officer

Sanctuary Wealth任命罗伯特·科波拉为首席技术官,开始了下一阶段的数字战略
PR Newswire ·  05/20 08:00

Visionary Fintech Leader Reinforces Sanctuary's Commitment to Positioning Partner Firms at Technology Forefront of Fast-Evolving Industry

富有远见的金融科技领导者强化了Sanctuary对将合作伙伴公司定位在快速发展的行业的技术前沿的承诺

Former Envestnet CTO to Deliver Cutting-Edge Solutions and Implementation Strategies That Significantly Accelerate Growth Opportunities for Industry's Most Elite Advisors

前Envestnet首席技术官将提供尖端的解决方案和实施策略,显著加快业内最精英顾问的增长机会

INDIANAPOLIS, May 20, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of the industry's most elite financial advisors, today announced the appointment of Robert Coppola as chief technology officer (CTO). Mr. Coppola will report to CEO Adam Malamed and spearhead the next stage of Sanctuary's technology strategy.

印第安纳波利斯,2024年5月20日 /PRNewswire/ — 下一代业内最精英财务顾问的故乡Sanctuary Wealth(Sanctuary)今天宣布任命 罗伯特·科波拉 担任首席技术官(CTO)。科波拉先生将向首席执行官汇报 亚当·马拉梅德 并带头 Sanctuary 下一阶段的技术战略。

Key goals for Mr. Coppola include identifying and prioritizing the development of cutting-edge digital solutions and advancing the build-out of the firm's innovative technology platform, which is designed to help accelerate the growth of the sophisticated independent wealth management firms within the Sanctuary Wealth and tru Independence networks.

科波拉先生的主要目标包括确定尖端数字解决方案的开发并确定其优先顺序,以及推进公司创新技术平台的建设,该平台旨在帮助加速Sanctuary Wealth和真正的独立网络中复杂的独立财富管理公司的发展。

"The addition of Bob Coppola, a widely respected fintech leader in the wealth management space, to our leadership team underscores our strategy to align best-in-class technology solutions and expertise with our Partner Firms to fuel their growth and success," said Mr. Malamed. "Bob shares our commitment to helping Partner Firms create outsize value in the equity of their own businesses by providing them with top-tier resources that enable the delivery of an exceptional service experience to highly sophisticated and demanding clients."

马拉梅德说:“财富管理领域广受尊敬的金融科技领导者鲍勃·科波拉加入我们的领导团队,这凸显了我们的战略,即与我们的合作伙伴公司协调一流的技术解决方案和专业知识,以推动他们的增长和成功。”“Bob 和我们一样,致力于通过为合作伙伴公司提供一流的资源,帮助他们为高度成熟和要求苛刻的客户提供卓越的服务体验,从而帮助合作伙伴公司在自有业务的股权中创造巨大的价值。”

"Equally important, he is a business-minded technologist acclaimed for his ability to innovate and create new strategies that help advisors serve clients and grow their businesses through transformative change while generating concrete, impressive results. With Bob on board, advisors now have a visionary as their partner to help navigate the complex evolution of technology that will enhance their businesses far into the future. This latest leadership team expansion is another example of Sanctuary's long-term commitment to investing in resources to benefit our Partner Firms."

“同样重要的是,他是一位具有商业头脑的技术专家,因其创新和制定新战略的能力而备受赞誉,这些战略可以帮助顾问通过变革性变革为客户提供服务并发展业务,同时取得具体而令人印象深刻的成果。随着 Bob 的加入,顾问们现在有了一位有远见的人作为他们的合作伙伴,帮助他们驾驭复杂的技术发展,从而在很长一段时间内增强他们的业务。最新的领导团队扩张是Sanctuary长期承诺投资资源以使我们的合作伙伴公司受益的又一个例子。”

Innovative Digital Solutions To Drive Partner Firm Success

推动合作伙伴公司成功的创新数字解决方案

Mr. Coppola will refine Sanctuary's digital strategy to fully capture opportunities related to emerging solutions, including artificial intelligence. This will empower Partner Firms' financial advisors to elevate service for existing client relationships, prospect for new clients and grow their businesses much more effectively and efficiently than ever before.

科波拉先生将完善Sanctuary的数字战略,以充分抓住与包括人工智能在内的新兴解决方案相关的机会。这将使合作伙伴公司的财务顾问能够提升对现有客户关系的服务,寻找新客户,并比以往任何时候都更有效和高效地发展业务。

With a proven track record of developing and managing complex initiatives and organizations globally while supporting extraordinary growth and improving efficiencies, Mr. Coppola has worked closely with enterprises across the size and scale spectrum, from large and complex organizations to start-up ventures.

Coppola先生在全球范围内制定和管理复杂的计划和组织,同时支持非凡增长和提高效率,有着良好的记录,他与各种规模和规模的企业密切合作,从大型复杂组织到初创企业。

Before joining Sanctuary, Mr. Coppola was CTO of Envestnet, where he was instrumental in the development of fintech that transformed the wealth management industry to enable once captive, W-2 employees to establish independent firms and unlock the value of their businesses. Earlier, as Chief Information Officer at Cision, he evolved and enhanced the firm's technology capabilities and security posture globally while transforming the company from a traditional services-based holding company into a tech-driven solution provider. His long tenure in the financial services industry includes technology leadership roles at companies such as Bloomberg, Thomson Reuters/Thomson Financial and S&P Global.

在加入Sanctuary之前,Coppola先生是Envestnet的首席技术官,他在金融科技的发展中发挥了重要作用,金融科技改变了财富管理行业,使曾经被俘的W-2员工能够建立独立公司并释放其业务的价值。此前,作为Cision的首席信息官,他在全球范围内发展和增强了公司的技术能力和安全态势,同时将公司从一家基于服务的传统控股公司转变为以技术为导向的解决方案提供商。他在金融服务行业的长期任期包括在彭博社、汤森路透/汤姆森金融和标普全球等公司担任技术领导职务。

The Sanctuary Difference

避难所的区别

Sanctuary has developed a robust program that includes a wide range of hand-curated solutions for its Partner Firms, which it calls the Sanctuary Difference. This program contains Sanctuary's industry-leading capital markets desk, alternatives platform, innovative business consulting programs and much more.

Sanctuary已经制定了一项强有力的计划,其中包括为其合作伙伴公司精心策划的各种解决方案,它称之为Sanctuary Difference。该计划包含Sanctuary行业领先的资本市场服务台、另类投资平台、创新的业务咨询计划等等。

Mr. Coppola will oversee the technological aspects of the Sanctuary Difference, including ongoing enhancements to the Sanctuary One TAMP, which provides Partner Firms with seamless access to over 600 asset management solutions, and Sanctuary Open, a ground-breaking technology-enabled fee-for-advice platform that expands advisor scope to guide their clients regardless of where their assets are held. He will also continue the strategic build-out of Sanctuary's unique advisor workstation, Haven, which simplifies client service and business management in a manner usually only found within the industry's largest banks and brokerage firms.

Coppola先生将监督Sanctuary Difference的技术方面,包括对Sanctuary One TAMP的持续改进,为合作伙伴公司提供600多种资产管理解决方案的无缝访问,以及Sanctuary Open,这是一个开创性的基于技术的收费咨询平台,可扩大顾问范围,为其客户提供指导,无论其资产存放在何处。他还将继续战略建设Sanctuary独特的顾问工作站Haven,该工作站以通常只有业内最大的银行和经纪公司才能采用的方式简化客户服务和业务管理。

"Sanctuary developed a tech stack that uses the latest digital solutions to drive efficiencies, improve client service and accelerate advisor growth by listening to the feedback and creative thinking of some of the most sophisticated and elite advisors in the business," said Mr. Coppola.

科波拉说:“Sanctuary开发了一个技术堆栈,该堆栈使用最新的数字解决方案,通过听取业内一些最老练和精英顾问的反馈和创造性思维来提高效率,改善客户服务并加速顾问的增长。”

"This vital communications loop will continue, and I'm thrilled to join a firm that prioritizes this kind of critical, continuous improvement. I am excited to build on Sanctuary's impressive tech foundation and reinforce our position as an industry-leading innovator with a proven track record of delivering an exceptional service experience that financial advisors would not receive at a wirehouse or elsewhere in the independent channel."

“这种重要的沟通循环将继续下去,我很高兴加入一家优先考虑这种关键的持续改进的公司。我很高兴能够在Sanctuary令人印象深刻的技术基础上再接再厉,巩固我们作为行业领先创新者的地位,我们在提供财务顾问在电汇处或其他独立渠道无法获得的卓越服务体验方面有着良好的记录。”

Mr. Malamed concluded, "Bob's experience and skills will be integral to Sanctuary's long-term growth plans for aligning the latest digital capabilities, AI-enabled tools and cutting-edge tech resources with our Partner Firms. He recognizes that at the heart of the Sanctuary Difference is our commitment to providing financial advisors with everything they need to enjoy freedom, flexibility, control and choice in serving their clients and building equity in their practices."

马拉梅德先生总结说:“鲍勃的经验和技能将成为Sanctuary长期增长计划不可或缺的一部分,该计划旨在将最新的数字能力、人工智能支持工具和尖端技术资源与我们的合作伙伴公司保持一致。他认识到,Sanctuary Difference的核心是我们致力于为财务顾问提供他们所需的一切,让他们在为客户提供服务和在实践中建立公平性时享有自由、灵活性、控制权和选择权。”

About Sanctuary Wealth
Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve. Sanctuary is committed to providing partner firms with unequaled freedom, flexibility, control and choice through an ecosystem of partnered independence that offers a complete technology and operations platform, support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes more than 120 partner firms in 30 states nationwide, with approximately $42 billion in assets on platform. Sanctuary Wealth consists of the wholly owned subsidiaries: tru Independence and Sanctuary Advisors LLC, SEC-registered investment advisers, Sanctuary Securities, Inc., a FINRA member broker-dealer, as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.

关于《圣域财富》
避难所财富 (sanctuarywealth.com/)是下一代精英顾问的先进平台,他们具有创业精神,可以在业务中建立、拥有和创造持久的公平性,同时为客户提供应有的量身定制的服务。Sanctuary致力于通过合作伙伴独立的生态系统为合作伙伴公司提供无与伦比的自由、灵活性、控制权和选择权,该生态系统提供完整的技术和运营平台、志同道合的顾问社区的支持以及宝贵的关联企业的资源。目前,Sanctuary Wealth网络包括全国30个州的120多家合作伙伴公司,平台上的资产约为420亿美元。Sanctuary Wealth由全资子公司组成:tru Independence and Sanctuary Advisors LLC、在美国证券交易委员会注册的投资顾问、FINRA成员经纪交易商Sanctuary Securities, Inc.以及Sanctuary另类控股公司、保护区资产管理公司、Sanctuary Global和Sanctuary Global家族办公室。

Media Contacts for Sanctuary Wealth:

庇护财富媒体联系人:

Donald Cutler or Joseph Kuo
Haven Tower Group
424-317-4864 or 424 317 4851
[email protected] or [email protected]

唐纳德·卡特勒或约瑟夫·郭先生
避风港塔集团
424-317-4864 或 424 317 4851
[电子邮件保护] 或 [电子邮件保护]

SOURCE Sanctuary Wealth

来源《保护区财富》

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发