SkyPath Private Wealth, a firm with $1.2 billion in assets under management, selects Sanctuary Wealth

Formerly at Merrill Lynch, Summit, New Jersey team provides family office type services to multi-generational clients

INDIANAPOLIS, June 10, 2022 /PRNewswire/ — Celebrating its fourth anniversary and welcoming the next generation of elite advisors, Sanctuary Wealth warmly welcomes SkyPath Private Wealth, a company that manages approximately $1.2 billion in client assets with an office based in Short Hills, New Jersey. The team is made up of four accomplished veteran advisors – founding partners Kevin Pearly, CFP®CRPC®C(k)P®, James Rohman, Steven Filiaci and Ken HopkinsPCP®CPFA, supported by Senior Wealth Management Partner Susan Hoyt and Wealth Management Partner Jessica McGowan, all of whom have had long tenures at Merrill Lynch.

“SkyPath Private Wealth Partners combine integrity, a tremendous work ethic and an intense dedication to their clients. We are proud that they have chosen independence in partnering with Sanctuary and look forward to helping them grow. even more,” said Jim DicksonCEO and Founder of Sanctuary Wealth. “New York City is the financial capital of the world, and we will continue to aggressively build our presence in the region. In addition to SkyPath Private Wealth, we recently added leading teams in the tri-state area as we maintain and grow our community of top industry talent. »

“We want to build our business around the needs of our customers and Sanctuary gives us the freedom to do that,” said James RohmanFounding Partner, SkyPath Private Wealth. “We were really impressed with Sanctuary’s open architecture platform and their intuitiveness in terms of adding technology, investment solutions and other tools to enable partner companies to better meet the needs of their customers. clients.”

James Rohman, who was named to the Forbes “Best-in-State Wealth Advisors” list in 2022, brings nearly 40 years of experience as a financial advisor to SkyPath Private Wealth. Before joining Merrill Lynch in 2013 and rising to the position of senior vice president, he was also a senior financial adviser at Morgan Stanley.

“We want to meet all of our clients’ financial needs with the ability to use the best financial planning tools, investment solutions, and banking/lending platforms the industry has to offer,” said Kevin Pearly, Call for proposals®, CRPC®C(k)P®, Founding Partner, SkyPath Private Wealth. “Joining Sanctuary allows us to do just that. There is also the added benefit of knowing that senior management at Sanctuary understands our situation and experience, having like us spent much of their careers at Merrill Lynch. In fact, Paul Sullivan who runs Sanctuary’s New York office, was my direct market manager early in my career and is a true advocate for advisors and the clients they serve. »

Kevin Pearly spent nearly 22 years at Merrill Lynch, rising to the position of Senior Vice President, Wealth Management Advisor. His professional credentials include Certified Financial Planner, Chartered Retirement Planning Counselor and Certified 401(k) Professional. He was named to the Forbes “Best-in-State Wealth Advisors” list in 2018, 2019, 2020, 2021 and 2022.

Founding Partner Steven Filiaci who worked at Merrill Lynch from 2013 to 2022 and served as senior vice president, says that as a Sanctuary partner company, the team will be able to offer family office-like services to its multi-generational clients. Steve has over 22 years of industry experience and was previously a Senior Vice President at Morgan Stanley. He was also with ADP for over 6 years in payroll, HR and 401k division.

Founding Partner Ken Hopkins began his financial career at Merrill Lynch in 2013, rising to the position of Vice President and Wealth Management Advisor. He graduated from Fordham University with a Masters in Finance in 2013. As a Certified Financial Planner and Certified Plan Fiduciary Advisor, Ken prides himself on having “access to not only the best investment platforms, but also the best planning software” in developing customized solutions for customers.

“We are establishing a major footprint in the New York City metropolitan area and providing a new home for elite advisors, like the SkyPath Private Wealth team, who share our values ​​and commitment to doing what’s right for clients,” said Vince FertittaPresident of Sanctuary Wealth. “This is an exciting time for Sanctuary and for the industry as a whole. We look forward to further evolving the consulting profession alongside all of our partner companies.”

About Sanctuary Wealth

Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their customers deserve. Sanctuary’s partnered independence ecosystem provides a comprehensive technology and operational platform, along with the support of a community of like-minded advisors and invaluable affiliate business resources. Currently, the Sanctuary Wealth Network includes partner companies in 20 states with more than $22.0 billion in assets under deliberation. The Sanctuary Wealth Group includes wholly-owned subsidiaries Sanctuary Advisors, registered investment adviser and broker-dealer Sanctuary Securities, as well as Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global and Sanctuary Global Tax and Family Office.

CONTACT: Michaela Morales
J Connelly
[email protected]
973 224 7152

SOURCE Wealth of the Sanctuary

Michael J. Chiaramonte