Sanctuary Wealth (Sanctuary), home to the next generation of the industry’s most elite financial advisors, 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.
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.
“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.”
“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.”
Innovative Digital Solutions To Drive Partner Firm Success
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.
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.
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.
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