Robert Walter
President, Sanctuary Securities And Chief Risk Officer
Richard B. Williams, AIFA
Managing Director, Head of Advisor Solutions Group
Bob serves on the firm’s senior leadership team and his vision has defined the strategic direction for Sanctuary Investment Solutions. Bob’s career includes 25+ years working with entrepreneurs and helping registered reps, broker-dealers and institutions grow their businesses. Prior to joining Sanctuary, Bob held numerous senior leadership roles in the financial service industry, including Trading Manager, CFO, Treasurer, Chief Operating Officer, Vice President and President. Bob is responsible for the oversight of both Sanctuary Securities, the broker-dealer arm of Sanctuary Wealth, as well as its Institutional and Investment Solutions.
With more than 25 years of experience, Richard is responsible for directing the research, design and implementation of our investment strategies, providing oversight of the investment team and the firm’s marketing initiatives and interacting with clients. He is former Managing Director of Sage Advisory Services and holds a Master’s degree in Finance from St. Edward’s University and a Bachelor’s degree in Accounting and Finance from Southern Methodist University.
Robert Walter
President, Sanctuary Securities And Chief Risk Officer
Richard B. Williams, AIFA
Managing Director, Head of Advisor Solutions Group
Bob serves on the firm’s senior leadership team and his vision has defined the strategic direction for Sanctuary Investment Solutions. Bob’s career includes 25+ years working with entrepreneurs and helping registered reps, broker-dealers and institutions grow their businesses. Prior to joining Sanctuary, Bob held numerous senior leadership roles in the financial service industry, including Trading Manager, CFO, Treasurer, Chief Operating Officer, Vice President and President. Bob is responsible for the oversight of both Sanctuary Securities, the broker-dealer arm of Sanctuary Wealth, as well as its Institutional and Investment Solutions.
With more than 25 years of experience, Richard is responsible for directing the research, design and implementation of our investment strategies, providing oversight of the investment team and the firm’s marketing initiatives and interacting with clients. He is former Managing Director of Sage Advisory Services and holds a Master’s degree in Finance from St. Edward’s University and a Bachelor’s degree in Accounting and Finance from Southern Methodist University.
Our People
Steve Sutton
Managing Director, Investment Team
Michael Janak
Managing Director, Investment Team
Phil Scrofani
Financial Analyst, Investment Team
Industry start: 1992
Steve is responsible for the research, design and implementation of our investment strategies.
He is former Managing Director of Northview Asset Management and studied finance at the University of Houston.
Industry start: 1995
Mike is responsible for the research, design and implementation of our investment strategies.
He is former Managing Director of Northview Asset Management and holds a bachelor’s degree in Chemical Engineering from Texas A&M University.
Phil is responsible for the research, design and implementation of our investment strategies.
He is former President of Vero Solutions and holds a bachelors degree in Management Science from Virginia Tech.
Josh Freeman
Managing Director, Investment Team
Lynn Skarren
Director Investment Operations, Operations Team
Emily Petersen
Associate Investment Operations, Operations Team
Industry start: 1996
Josh is responsible for the marketing and client service functions.
He is former Director of Fixed income and Structured Notes of International Assets Advisory and holds a bachelor’s degree in Finance from the University of Texas at San Antonio.
Industry start: 1994
Lynn is responsible for the operation and maintenance of our investment platform as well as client onboarding and reporting.
He is former Managing Director of Northview Asset Management. He studies finance at the University of Phoenix.
Industry start: 2008
Emily is responsible for the operation and maintenance of our investment platform as well as client onboarding & reporting.
She is former Database Administrator of Sage Advisory Services and holds Bachelor’s degree in Communications from West Texas A&M University.
Industry start: 1992
Steve is responsible for the research, design and implementation of our investment strategies.
He is former Managing Director of Northview Asset Management and studied finance at the University of Houston.
Industry start: 1995
Mike is responsible for the research, design and implementation of our investment strategies.
He is former Managing Director of Northview Asset Management and holds a bachelor’s degree in Chemical Engineering from Texas A&M University.
Phil is responsible for the research, design and implementation of our investment strategies.
He is former President of Vero Solutions and holds a bachelors degree in Management Science from Virginia Tech.
Industry start: 1996
Josh is responsible for the marketing and client service functions.
He is former Director of Fixed income and Structured Notes of International Assets Advisory and holds a bachelor’s degree in Finance from the University of Texas at San Antonio.
Lynn Skarren
Director Investment Operations, Operations Team
Emily Petersen
Associate Investment Operations, Operations Team
Industry start: 1994
Lynn is responsible for the operation and maintenance of our investment platform as well as client onboarding and reporting.
He is former Managing Director of Northview Asset Management. He studies finance at the University of Phoenix.
Industry start: 2008
Emily is responsible for the operation and maintenance of our investment platform as well as client onboarding & reporting.
She is former Database Administrator of Sage Advisory Services and holds Bachelor’s degree in Communications from West Texas A&M University.
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