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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任命羅伯特·科波拉爲首席技術官,開始了下一階段的數字戰略
PR Newswire ·  05/20 08:00

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

富有遠見的金融科技領導者強化了Sanctuary對將合作伙伴公司定位在快速發展的行業的技術前沿的承諾

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

前Envestnet首席技術官將提供尖端的解決方案和實施策略,顯著加快業內最精英顧問的增長機會

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.

印第安納波利斯,2024年5月20日 /PRNewswire/ — 下一代業內最精英財務顧問的故鄉Sanctuary Wealth(Sanctuary)今天宣佈任命 羅伯特·科波拉 擔任首席技術官(CTO)。科波拉先生將向首席執行官彙報 亞當·馬拉梅德 並帶頭 Sanctuary 下一階段的技術戰略。

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標包括確定尖端數字解決方案的開發並確定其優先順序,以及推進公司創新技術平台的建設,該平台旨在幫助加速Sanctuary Wealth和真正的獨立網絡中複雜的獨立财富管理公司的發展。

"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."

馬拉梅德說:“财富管理領域廣受尊敬的金融科技領導者鮑勃·科波拉加入我們的領導團隊,這凸顯了我們的戰略,即與我們的合作伙伴公司協調一流的技術解決方案和專業知識,以推動他們的增長和成功。”“Bob 和我們一樣,致力於通過爲合作伙伴公司提供一流的資源,幫助他們爲高度成熟和要求苛刻的客戶提供卓越的服務體驗,從而幫助合作伙伴公司在自有業務的股權中創造巨大的價值。”

"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."

“同樣重要的是,他是一位具有商業頭腦的技術專家,因其創新和制定新戰略的能力而備受讚譽,這些戰略可以幫助顧問通過變革性變革爲客戶提供服務並發展業務,同時取得具體而令人印象深刻的成果。隨着 Bob 的加入,顧問們現在有了一位有遠見的人作爲他們的合作伙伴,幫助他們駕馭複雜的技術發展,從而在很長一段時間內增強他們的業務。最新的領導團隊擴張是Sanctuary長期承諾投資資源以使我們的合作伙伴公司受益的又一個例子。”

Innovative Digital Solutions To Drive Partner Firm Success

推動合作伙伴公司成功的創新數字解決方案

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.

科波拉先生將完善Sanctuary的數字戰略,以充分抓住與包括人工智能在內的新興解決方案相關的機會。這將使合作伙伴公司的財務顧問能夠提升對現有客戶關係的服務,尋找新客戶,並比以往任何時候都更有效和高效地發展業務。

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先生在全球範圍內製定和管理複雜的計劃和組織,同時支持非凡增長和提高效率,有着良好的記錄,他與各種規模和規模的企業密切合作,從大型複雜組織到初創企業。

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的首席技術官,他在金融科技的發展中發揮了重要作用,金融科技改變了财富管理行業,使曾經被俘的W-2員工能夠建立獨立公司並釋放其業務的價值。此前,作爲Cision的首席信息官,他在全球範圍內發展和增強了公司的技術能力和安全態勢,同時將公司從一家基於服務的傳統控股公司轉變爲以技術爲導向的解決方案提供商。他在金融服務行業的長期任期包括在彭博社、湯森路透/湯姆森金融和標普全球等公司擔任技術領導職務。

The Sanctuary Difference

避難所的區別

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已經制定了一項強有力的計劃,其中包括爲其合作伙伴公司精心策劃的各種解決方案,它稱之爲Sanctuary Difference。該計劃包含Sanctuary行業領先的資本市場服務檯、另類投資平台、創新的業務諮詢計劃等等。

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先生將監督Sanctuary Difference的技術方面,包括對Sanctuary One TAMP的持續改進,爲合作伙伴公司提供600多種資產管理解決方案的無縫訪問,以及Sanctuary Open,這是一個開創性的基於技術的收費諮詢平台,可擴大顧問範圍,爲其客戶提供指導,無論其資產存放在何處。他還將繼續戰略建設Sanctuary獨特的顧問工作站Haven,該工作站以通常只有業內最大的銀行和經紀公司才能採用的方式簡化客戶服務和業務管理。

"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.

科波拉說:“Sanctuary開發了一個技術堆棧,該堆棧使用最新的數字解決方案,通過聽取業內一些最老練和精英顧問的反饋和創造性思維來提高效率,改善客戶服務並加速顧問的增長。”

"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."

“這種重要的溝通循環將繼續下去,我很高興加入一家優先考慮這種關鍵的持續改進的公司。我很高興能夠在Sanctuary令人印象深刻的技術基礎上再接再厲,鞏固我們作爲行業領先創新者的地位,我們在提供財務顧問在電匯處或其他獨立渠道無法獲得的卓越服務體驗方面有着良好的記錄。”

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."

馬拉梅德先生總結說:“鮑勃的經驗和技能將成爲Sanctuary長期增長計劃不可或缺的一部分,該計劃旨在將最新的數字能力、人工智能支持工具和尖端技術資源與我們的合作伙伴公司保持一致。他認識到,Sanctuary Difference的核心是我們致力於爲財務顧問提供他們所需的一切,讓他們在爲客戶提供服務和在實踐中建立公平性時享有自由、靈活性、控制權和選擇權。”

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.

關於《聖域財富》
避難所財富 (sanctuarywealth.com/)是下一代精英顧問的先進平台,他們具有創業精神,可以在業務中建立、擁有和創造持久的公平性,同時爲客戶提供應有的量身定製的服務。Sanctuary致力於通過合作伙伴獨立的生態系統爲合作伙伴公司提供無與倫比的自由、靈活性、控制權和選擇權,該生態系統提供完整的技術和運營平台、志同道合的顧問社區的支持以及寶貴的關聯企業的資源。目前,Sanctuary Wealth網絡包括全國30個州的120多家合作伙伴公司,平台上的資產約爲420億美元。Sanctuary Wealth由全資子公司組成:tru Independence and Sanctuary Advisors LLC、在美國證券交易委員會註冊的投資顧問、FINRA成員經紀交易商Sanctuary Securities, Inc.以及Sanctuary另類控股公司、保護區資產管理公司、Sanctuary Global和Sanctuary Global家族辦公室。

Media Contacts for Sanctuary Wealth:

庇護財富媒體聯繫人:

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

唐納德·卡特勒或約瑟夫·郭先生
避風港塔集團
424-317-4864 或 424 317 4851
[電子郵件保護] 或 [電子郵件保護]

SOURCE Sanctuary Wealth

來源《保護區財富》

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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