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Sanctuary Wealth Taps Veteran to Head New Business Consulting Division

Sanctuary Wealth Taps Veteran to Head New Business Consulting Division. Alternative investments, Sanctuary Wealth, business consulting

Sanctuary Wealth announced the appointment of former RBC Wealth Management senior leader Laurie Burkhard as a director and head of business consulting, a newly created division. Burkhard will use her nearly three decades of experience to enhance Sanctuary’s business consulting offerings and build a division with the sole focus of helping affiliated independent advisers better grow and build enterprise value in their businesses.

“On behalf of our entire team, it’s my true pleasure to welcome Laurie to Sanctuary as Head of Business Consulting. Over the course of her career, Laurie has built some of the most successful business consultant and practice management programs in the industry, leaving an indelible mark on the independent wealth management landscape…” said Adam Malamed, CEO of Sanctuary Wealth.

In her most recent role with RBC Wealth Management, Burkhard worked with their adviser teams to help them optimize their business performance. At Sanctuary, she will work with the firm’s network of sophisticated wirehouse breakaway practices, focusing on human capital management, business and strategy planning, client growth and development, client segmentation, specialized service models and the utilization of business diagnostics. Burkhard will report directly to Michael Longley, Sanctuary’s chief growth officer.

“With Laurie onboard, business consulting will become a core value-added offering at Sanctuary,” said Longley. “…As part of the department she is building, Laurie will consult personally with Sanctuary partner firms and their teams to share best practices and ensure they have the management tools and resources they need to thrive not only as advisers, but also as business owners,” Longley added.

Sanctuary Wealth supports advisers to build and own their own practices and deliver tailored service to clients. Currently, the network includes partner firms in 27 states across the country with approximately $28 billion in assets under advisement.

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