Crescent Pine Family Office Group Joins Sanctuary Wealth

#Lifestyle Wealth
PropellerAds

Indianapolis-based hybrid advisor platform Sanctuary Wealth is expanding further into the New York City metropolitan area with its latest addition in Rye, N.Y.

Crescent Pine Family Office Group, led by Ronan O’Byrne, will include Sam J. Berger and Dani Oliveira in the back office. O’Byrne was previously affiliated with Fieldpoint Private Securities and brings with him about $230 million in assets under management.

“The New York metro market is an important one for Sanctuary Wealth’s continued growth,” Sanctuary CEO Jim Dickson said in a statement. “We couldn’t be happier that Ronan O’Byrne chose to launch his independent firm Crescent Pine Family Office Group on the Sanctuary platform.

“I wanted to start an independent firm, but I didn’t want to do it alone,” said O’Byrne. “Sanctuary is the perfect fit, offering the support and capabilities of a boutique private bank in an independent environment.

o'Byrne.jpg

Ronan O’Byrne

It is true open architecture, plus we have access to all of the solutions that Sanctuary has curated on behalf of their partner firms,” he said. “This includes Fieldpoint Private banking solutions, which was extremely important to me.”

O’Byrne joined Fieldpoint in 2014 following a 20-year capital markets career running a private multi-family office practice focused on ultra-high-net-worth families, wealthy entrepreneurs and business owner-operators.

“Ronan O’Byrne has built a highly-successful practice in a very short period of time by solving for the complexities that often come with substantial wealth,” said Sanctuary President Vince Fertitta. “We’re highly gratified that he chose partnered independence with Sanctuary Wealth and are firmly committed to helping Crescent Pine Family Office Group reach its full potential by offering the solutions their clients deserve and the support the business needs.”

PropellerAds

Funding announced earlier this month is supporting Sanctuary’s ongoing mergers and acquisitions efforts, which have been focused largely on expanding further into the New York City metro area over the last year.

“Let's just be honest,” Dickson told WealthManagement.com one year ago, “New York is the hub of the financial services world. And so if we want to be a global player, as we do, we needed to have a presence there.”

Currently, the Sanctuary Wealth network includes partner firms in 26 states across the country with about $25 billion in assets under advisement.

https://www.wealthmanagement.com/ria-news/crescent-pine-family-office-group-joins-sanctuary-wealth

To Find More Information, Go To Saubio Digital And Look Up Any Topic

Please follow and like us: Share This Post




Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.

So browse through a category and make your  preferred selection and come back here to read  more choice articles and get a few more helpful tips on ways to help your enhancement.



Detoxing Reviews

Best Body Detoxification Guides & reviews





Colon Cleanse Reviews

Best Colon Cleanse Guides & Reviews





Weight Loss Ebook Reviews

Weight loss products really work! Click here





Dating and Romance Ebook Reviews

Looking for Dating Guides? Click here





Free Traffic System - Increase Targeted Website Traffic with Free Unlimited One Way Links

As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”

Leave a Reply

Your email address will not be published.


Saubio's Promo Tools