Products
Data Sets
Integrations
Services
FUNDRAISING NEWS | January 09, 2025
Tags: Personnel, Financial Advisor Move
Sanctuary Wealth announced that fellow Miami advisory Hillguard Wealth Management has joined as a partner firm, moving from Truist Wealth where they managed $700M in client assets.
Hillguard is led by Marcelo Zaffaroni and Juan Martin Campuzano, supported by wealth associate Ivan Flores. Zaffaroni and Campuzano bring over 40 years of combined experience, with Zaffaroni beginning his career at Wachovia Wells Fargo before moving on to HSBC and later SunTrust/Truist. Campuzano began his career as an advisor at MetLife before moving on to SunTrust and Truist.
Hillguard provides advisory services to approximately 20 US and international ultra-high-net-worth families and will operate out of Sanctuary's Miami office located on Brickell Avenue. Sanctuary Wealth launched its Sanctuary Global network platform in 2021 with the recruitment of Florida- and Texas-based teams from Morgan Stanley and Wells Fargo.
Written By: Dakota
LPL Scores $630M NJ Team from Corebridge
February 11, 2025
Ameriprise Nabs $130M Metro Sacramento Advisor from LPL
February 11, 2025
Bryn Mawr Trust Lands Doylestown (PA) Team from Truist
February 10, 2025
$200M NewSpring Wealth Joins Sanctuary Wealth from UBS
February 10, 2025
Wells Fargo Nabs $1.6B Metro LA Broadleaf Wealth Team from UBS
February 10, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy