David Shane, Veteran Accounting, Tax, and Consulting Professional Joins Sanctuary Wealth Partners
Jun. 12, 2018
INDIANAPOLIS--(BUSINESS WIRE)--Jun 12, 2018--Sanctuary Wealth Partners is pleased to announce that David Shane, an experienced and respected professional in the Accounting, Tax and Consulting industry, has joined the firm as a Managing Director. Sanctuary Wealth Partners was launched in May as a new division of 110-year old Noyes Group, LLC, offering accomplished Advisor Teams a compelling alternative to the traditional independent RIA model, in control of their own success, free to grow their practices unencumbered by wirehouse mandates, and solely in the best interests of their clients.
“I’m thrilled to join Sanctuary Wealth Partners,” says Shane. “In addition to becoming an owner in the firm, I look forward to working with our elite network of Advisors to shape the future of our industry. Sanctuary Wealth Partners distinguishes itself on offering high-net-worth clientele a full suite of Family Office, Tax, and Consulting services. This role provides me an opportunity of a lifetime to further define this valuable suite of services and offer them on a holistic basis to a wider spectrum of wealthy clients.”
Matt Reynolds, Chief Operating Officer of Sanctuary, adds, “Shane is one of the most respected leaders in the accounting and professional services industry. His background has equipped him with the depth and breadth of expertise required to serve the most accomplished Advisors, so they can offer their clients a consummate and rewarding wealth management and advisory experience.”
With a career spanning more than 28 years, Shane brings a level of exceptional proficiency to Sanctuary Wealth Partners. His tenure in the industry is marked by senior roles in audit, accounting and consulting services. Prior to joining Noyes Group, LLC, David was the lead Partner of FGMK’s Financial Services Practice, which encompasses entities in the investment advisory, broker-dealer, alternative asset and private equity industries. FGMK is among the largest accounting firms in Chicago and one of the top-ranked accounting firms in the United States. Before FGMK, David spent 12 years, including several as Partner and Great Lakes Regional Managing Partner, at McGladrey (now RSM), a leading provider of audit, tax and consulting services focused on the middle market. He has also served in Chief Financial Officer roles for both a startup technology and alternative asset management companies.
“Joining Sanctuary Wealth Partners is a great next chapter in my career,” notes Shane, adding that Sanctuary is at the forefront of ‘a new age in the independent advisory space’. “With its distinct brand of partnered independence, best-in-breed operational support, an expansive range of wealth management solutions, and a unique ownership opportunity, Sanctuary fulfills my entrepreneurial spirit while enabling me to further shape a distinct ad defining Family Office practice of national renown.”
About Sanctuary Wealth Partners Sanctuary Wealth Partners brings together an elite group of Wealth Advisors, selected for their experience, impressive compliance and performance records. These talented, highly experienced Advisors operate as fiduciaries, maintaining their clients’ best interests as their primary focus. Partnered independence ensures them comprehensive support in all aspects of serving clients and growing their businesses through affiliation with Noyes Group, LLC, a full-service investment firm headquartered in Chicago, with branches throughout the Midwest. Noyes, founded in 1908, is one of the oldest securities firms in Chicago. Through its subsidiaries, David A. Noyes & Company and Noyes Advisors, LLC, this employee-owned firm offers a comprehensive menu of products and services to individual and institutional clients.
Sanctuary Wealth Partners
250 W 96 th Street, Suite 300; Indianapolis, IN 46260
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KEYWORD: UNITED STATES NORTH AMERICA INDIANA
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SOURCE: Sanctuary Wealth Partners
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PUB: 06/12/2018 07:00 AM/DISC: 06/12/2018 07:01 AM