SAN FRANCISCO--(Sanctuary Wealth Services to support its business.)--Emerald Bay Wealth Management, a wealth management business launched in 2011 by two long-time investment professionals, today announced it has hired
“Michael is a proven, senior fiduciary professional and business builder with capital markets expertise, and Hannah brings a unique perspective as an equity investor and successful entrepreneur.”
Emerald Bay Wealth Management specializes in wealth management for multi-generational families. The firm was created to ensure that all relevant family members are included in the wealth management process.
Sanctuary will support Emerald Bay with investment research and analysis, consolidated client reporting and performance analytics, as well as strategic operational support. Emerald Bay is the seventh team to join the Sanctuary network.
“We are pleased to welcome Emerald Bay to Sanctuary’s expanding team of successful wealth management partners,” said Jeff Spears, CEO of Sanctuary Wealth Services. “Michael is a proven, senior fiduciary professional and business builder with capital markets expertise, and Hannah brings a unique perspective as an equity investor and successful entrepreneur.”
Michael Battey said, “Emerald Bay believes that clear, flexible, thoughtful investment and planning solutions that consider the needs of future generations drive long-term success. We’re pleased to partner with Sanctuary because it understands our commitment to delivering comprehensive and objective wealth management services to clients.”
Trained as an analyst, Battey has decades of fiduciary experience as a business development professional, a client account manager and as a fiduciary strategist. He has opened, turned around and run offices for Bessemer Trust, Donaldson Lufkin & Jenrette and Atlantic Trust.
Sullivan trained as an equity analyst and worked at Robertson Stephens & Co. as a lead portfolio manager. She also was a principal at a private equity fund, a partner of Fremont Ventures, and has taught at the Haas School of Business at U.C. Berkeley. She recently sold her successful company to co-found Emerald Bay.
For more information about Emerald Bay, visit www.ebwm.com or call (415) 482-0117.
About Sanctuary Wealth Services
Headquartered in San Francisco, Sanctuary Wealth Services and its wholly owned subsidiaries, Sanctuary Wealth Advisors and Sanctuary Securities, provide breakaway advisors and established wealth management firms with a complete set of investment solutions, business support services and consulting expertise. Sanctuary has a strategic investment from JMP Group (NYSE:JMP). Call 415.291.2900 or visit www.sanctuaryws.com.