The financial services industry vet-turned-CXO will lead combined efforts of both client and advisor experience across all business lines
INDIANAPOLIS–(BUSINESS WIRE)–Amit Dogra has joined Sanctuary Wealth as Chief Experience Officer (CXO). A role traditionally seen only within Silicon Valley technology companies, Sanctuary Wealth’s new CXO will work to ensure the elite advisors within the firm’s national network are continually provided the tools, programs, and innovation they need to thrive in the independent space.
Dogra is a nationally recognized executive, industry thought leader and frequent contributor to such outlets as Yahoo! Finance, Financial-Planning.com, CityWire, and more, in the financial services industry.
Prior to joining Sanctuary, Dogra served as CEO of Third Seven Advisors, a national advisory firm that provides services and solutions to both RIAs and family offices. Previously, he was Managing Director for HighTower Advisors, where he was responsible for overseeing more than 175 advisors representing $35 billion in assets under management.
“It’s clear that Sanctuary Wealth has a built a model that is unique to our industry. With our ability to provide an integrated technology offering, family-office and tax services, business consulting, unique alternatives and capital for advisors, among the many services we offer, Sanctuary is the home to breakaway advisors and existing RIAs seeking Partnered Independence℠,” Dogra said. “Sanctuary’s focus on innovation, growth, and execution excited me and made the decision to join an easy one.”
“When building Sanctuary, our goal was to create a firm with a singular focus on helping advisors grow throughout their entire business life cycle. Partnered Independence is the model we’ve designed to execute on this goal, and I can’t think of anyone better than Amit to shepherd Sanctuary Wealth’s efforts,” said Jim Dickson, CEO and founder of Sanctuary Wealth.
“Anyone can provide technology, products and services – not everyone is committed to building culture, creating innovation, and driving advisor growth,” Dogra said. “That’s Partnered Independence. That’s Sanctuary.”
About Sanctuary Wealth
Sanctuary Wealth, a $10 billion partner-owned global wealth management firm, brings together an elite network of wealth advisors of the highest caliber, handpicked for their experience, fiduciary mindset, and unparalleled performance levels. These talented advisors operate with their clients’ best interests as their primary focus, backed by Partnered Independence℠. Partnered Independence℠ ensures Sanctuary Wealth advisors have comprehensive support in all aspects of serving their clients and growing their businesses. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, Sanctuary Wealth offers a comprehensive menu of products and services to individual and institutional clients.
Contacts
Media: Debora Lima, Director of PR – [email protected]
