Sanctuary Wealth Advisors has appointed Michael Battey as Special Advisor of Investment Strategy. He will work with Sanctuary’s advisor teams to develop client investment strategies using Sanctuary’s comprehensive suite of approved investment solutions. Battey will also help advisor teams transition to the Sanctuary platform from their previous firm.
"Michael Battey is one of the most well-respected investment professionals in our industry," says Jeff Spears, CEO of Sanctuary Wealth Services. "Michael’s experience and knowledge will be tremendously valuable to advisor teams who have hired Sanctuary."
Prior to joining Sanctuary, Battey was Managing Director and head of Atlantic Trust Company’s San Francisco office. Earlier in his career, he worked for Levensohn Venture Partners, Pyramid Technology Ventures, DLJ Asset Management Group, Bessemer Trust Company and Bankers Trust Company.
"Sanctuary Wealth Services has an enlightened approach to working with advisors and offers them a better way to manage wealth for their clients," Battey said. "I’m very pleased to be working with a firm that is fundamentally improving the way advisors can manage their own destiny. Sanctuary has the right business model at the right time to help established advisors that are frustrated with their large firms."
Battey currently serves as a Board member of First California Mortgage Company. He has a Bachelor of Arts degree in Literature from Williams College and is a graduate of the ABA National Trust School.