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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 clients deserve. Sanctuary Wealth`s ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms in 28 states across the country with approximately $25 billion in assets under advisement. Sanctuary Wealth includes the fully owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment adviser, Sanctuary Securities, Inc. a FINRA member broker-dealer as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.
The senior members of the team, including Edward Geiser, Richard Gordon and Kevin Cumming, initially began working together over 15 years ago. They have over 65 years of collective energy experience and have been involved with over 40 distinct private investments in the North American energy industry with $650MM+ of private equity capital invested since 2003. Juniper`s investment size fills a void in the energy market by targeting smaller investments than those targeted by larger energy-focused private equity funds and most strategic acquirers. Juniper`s target investment size of $25 to $75 million per investment is large enough to create significant value with high-quality management teams, but small enough to avoid “widely-shopped” investment opportunities. The investment focus of Juniper is upstream E&P investments targeting established onshore basins in the US. Juniper partners with experienced operators with basin-specific expertise.
One of the most unique banks in the United States The last will and testament of Exchange Bank’s co–founder and second president, Frank Doyle, stands tall above his many accomplishments. Doyle wanted the Bank to be a locally owned and managed institution. So rather than giving his stock to his heirs, his controlling interest (50.39% of the common stock) was put into a perpetual trust. The dividends are specified for distribution by the Trustees to the Frank P. Doyle and Polly O’Meara Doyle Scholarship Fund for assistance to “worthy young men and women attending Santa Rosa Junior College.” The Doyle Trust has proven to be one of the most remarkable planned gifts in the history of American community college education. More than $79 million to over 120,000 students since 1948. Throughout the years we have won awards and accolades in Sonoma County by being voted the Best Local Bank, Best Business Bank, One of the Best Places to Work, Best Company to Do Business With, and Business Environmental Alliance Best Practices Award. We believe our core values make these honors possible: Commitment, Respect, Integrity and Teamwork. Since its founding in 1890, Exchange Bank has had only seven presidents. Father and son Manville Doyle and Frank Doyle co–founded the bank and Frank Doyle served as President until 1948. On March 21st 2014, Gary Hartwick became CEO and President and Bill Schrader, Chairman of the Board.
Gerling Global Financial Products is a New York, NY-based company in the Financial Services sector.
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