Sanctuary Wealth Adds $700M Merrill Duo
Sanctuary Wealth says two former wirehouse advisors have joined it after forming Vincita Investment Partners, a Greensboro, North Carolina-based firm with $700 million in client assets focused on helping wealthy families, executives and business owners in cooperation with estate planning attorneys, tax specialists and banking partners.
Its founders and managing partners are JJ Marus, who spent the past decade at Merrill Lynch and three years at Gldman Sachs, and Lauren Norris, CFP, who was with Merrill since 2015, according to BrokerCheck.
“I am honored that after going through a thorough due diligence process, they will launch their firm on Sanctuary’s Partnered Independence platform, which offers client solutions, revenue levers and growth support that they’ve never had access to before now,” said Sanctuary President Vince Fertitta, in a statement.
“Both come to Sanctuary with a history of thriving in all aspects of their lives, with JJ participating in the U.S. Olympic trials as a swimmer and Lauren being a former all-American lacrosse player and coach,” Fertitta added.
